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 | $122,835 | $99,341+23.6% | $84,750+44.9% | $273,961-55.2% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 4.83% | 22.93%-18.1pp | 22.78%-17.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,546 | $4,214-63.3% | $3,574-56.7% | $4,869-68.2% |
| Participant deferral / active EE | $1,975 | $4,269-53.7% | $3,712-46.8% | $5,287-62.6% |
| Admin fee / account holder | $2,672 | $6,644-59.8% | $5,332-49.9% | $10,132-73.6% |