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 | $106,045 | $58,577+81.0% | $83,333+27.3% | $64,186+65.2% |
| Participation rate | 85.2% | 72.0%+13.2pp | 77.8%+7.5pp | 69.6%+15.7pp |
| Annual return | 0.87% | 9.65%-8.8pp | 10.63%-9.8pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,266 | $2,098-39.6% | $3,379-62.5% | $2,381-46.8% |
| Participant deferral / active EE | $7,758 | $4,654+66.7% | $5,565+39.4% | $3,470+123.6% |
| Admin fee / account holder | $9,896 | $9,275+6.7% | $7,510+31.8% | $4,888+102.4% |