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 | $64,345 | $99,341-35.2% | $84,750-24.1% | $273,961-76.5% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 7.75% | 22.93%-15.2pp | 22.78%-15.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,093 | $4,214-50.3% | $3,574-41.4% | $4,869-57.0% |
| Participant deferral / active EE | $4,378 | $4,269+2.5% | $3,712+17.9% | $5,287-17.2% |
| Admin fee / account holder | $1,913 | $6,644-71.2% | $5,332-64.1% | $10,132-81.1% |