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 | $74,927+17.6% | $101,794-13.5% | $84,808+3.9% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.2%+27.9pp | 68.3%+28.7pp |
| Annual return | 14.52% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $647 | $1,522-57.5% | $2,289-71.7% | $2,631-75.4% |
| Participant deferral / active EE | $3,920 | $3,099+26.5% | $4,084-4.0% | $4,212-6.9% |
| Admin fee / account holder | $3,654 | $6,514-43.9% | $8,777-58.4% | $7,344-50.2% |