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 | $82,881 | $211,958-60.9% | $169,463-51.1% | $135,375-38.8% |
| Participation rate | 86.7% | 82.6%+4.0pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | 0.53% | 3.26%-2.7pp | 1.83%-1.3pp | 519.73%-519.2pp |
| Employer contribution / active EE | $3,239 | $5,120-36.7% | $4,159-22.1% | $4,779-32.2% |
| Participant deferral / active EE | $7,710 | $6,075+26.9% | $5,277+46.1% | $5,609+37.5% |
| Admin fee / account holder | $6,766 | $11,471-41.0% | $9,109-25.7% | $10,827-37.5% |