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 | $76,524 | $99,341-23.0% | $84,750-9.7% | $273,961-72.1% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 7.30% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,902 | $4,214-31.1% | $3,574-18.8% | $4,869-40.4% |
| Participant deferral / active EE | $5,966 | $4,269+39.8% | $3,712+60.7% | $5,287+12.8% |
| Admin fee / account holder | $4,445 | $6,644-33.1% | $5,332-16.6% | $10,132-56.1% |