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 | $107,776 | $105,630+2.0% | $87,507+23.2% | $273,961-60.7% |
| Participation rate | 85.7% | 78.2%+7.5pp | 73.8%+11.9pp | 83.0%+2.7pp |
| Annual return | 6.55% | 12.25%-5.7pp | 12.21%-5.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $930 | $3,141-70.4% | $2,550-63.5% | $4,869-80.9% |
| Participant deferral / active EE | $4,998 | $3,601+38.8% | $3,149+58.7% | $5,287-5.5% |
| Admin fee / account holder | $36,956 | $4,781+673.0% | $4,221+775.6% | $10,132+264.8% |