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 | $87,463 | $62,586+39.7% | $76,768+13.9% | $64,186+36.3% |
| Participation rate | 89.3% | 72.8%+16.5pp | 77.0%+12.3pp | 69.6%+19.7pp |
| Annual return | 10.18% | -1.95%+12.1pp | 2.43%+7.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $516 | $1,832-71.8% | $2,485-79.2% | $2,381-78.3% |
| Participant deferral / active EE | $3,033 | $3,145-3.5% | $3,852-21.3% | $3,470-12.6% |
| Admin fee / account holder | $2,481 | $4,667-46.8% | $6,675-62.8% | $4,888-49.2% |