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 | $111,389 | $96,956+14.9% | $70,014+59.1% | $273,961-59.3% |
| Participation rate | 90.5% | 77.1%+13.4pp | 71.8%+18.7pp | 83.0%+7.5pp |
| Annual return | 8.80% | 12.93%-4.1pp | 12.99%-4.2pp | 41.45%-32.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,546 | $3,744+74.9% | $2,931+123.4% | $5,287+23.8% |
| Admin fee / account holder | $354 | $7,934-95.5% | $4,380-91.9% | $10,132-96.5% |