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 | $58,779 | $65,685-10.5% | $57,179+2.8% | $273,961-78.5% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 1.58% | 21.99%-20.4pp | 14.59%-13.0pp | 41.45%-39.9pp |
| Employer contribution / active EE | $5,509 | $3,279+68.0% | $2,682+105.4% | $4,869+13.1% |
| Participant deferral / active EE | $5,868 | $3,782+55.2% | $3,096+89.5% | $5,287+11.0% |
| Admin fee / account holder | $3,596 | $4,835-25.6% | $3,139+14.6% | $10,132-64.5% |