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 | $77,703 | $93,071-16.5% | $74,583+4.2% | $273,961-71.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | 7.06% | 26.18%-19.1pp | 20.47%-13.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $527 | $3,160-83.3% | $2,525-79.1% | $4,869-89.2% |
| Participant deferral / active EE | $1,126 | $4,160-72.9% | $3,458-67.4% | $5,287-78.7% |
| Admin fee / account holder | $10,217 | $5,272+93.8% | $4,138+146.9% | $10,132+0.8% |