See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,648 | $67,606+48.9% | $82,313+22.3% | $70,131+43.5% |
| Participation rate | 78.3% | 72.8%+5.5pp | 76.9%+1.4pp | 69.5%+8.7pp |
| Annual return | 18.22% | 21.57%-3.3pp | 25.88%-7.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,689 | $2,987-43.5% | $3,706-54.4% | $3,332-49.3% |
| Admin fee / account holder | $3,308 | $4,512-26.7% | $5,608-41.0% | $4,645-28.8% |