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 | $120,057 | $99,341+20.9% | $84,750+41.7% | $273,961-56.2% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 5.71% | 22.93%-17.2pp | 22.78%-17.1pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,355 | $4,214-67.8% | $3,574-62.1% | $4,869-72.2% |
| Participant deferral / active EE | $5,191 | $4,269+21.6% | $3,712+39.9% | $5,287-1.8% |
| Admin fee / account holder | $5,484 | $6,644-17.5% | $5,332+2.8% | $10,132-45.9% |