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 | $88,626 | $138,562-36.0% | $246,525-64.0% | $116,875-24.2% |
| Participation rate | 85.0% | 72.8%+12.2pp | 82.0%+3.0pp | 74.5%+10.5pp |
| Annual return | 22.70% | 16.14%+6.6pp | 0.46%+22.2pp | 16.29%+6.4pp |
| Employer contribution / active EE | $1,913 | $4,835-60.4% | $7,467-74.4% | $3,288-41.8% |
| Participant deferral / active EE | $4,483 | $4,207+6.6% | $5,422-17.3% | $3,885+15.4% |
| Admin fee / account holder | $9,834 | $18,110-45.7% | $16,551-40.6% | $12,263-19.8% |