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 | $88,081 | $73,787+19.4% | $98,716-10.8% | $82,448+6.8% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.3%+27.8pp | 68.1%+29.0pp |
| Annual return | 14.52% | 18.57%-4.0pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $647 | $1,511-57.2% | $2,279-71.6% | $2,551-74.6% |
| Participant deferral / active EE | $3,920 | $3,081+27.2% | $4,048-3.1% | $4,139-5.3% |
| Admin fee / account holder | $3,654 | $6,500-43.8% | $8,703-58.0% | $7,234-49.5% |