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 | $73,800 | $99,341-25.7% | $84,750-12.9% | $273,961-73.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.56% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,159 | $4,214-72.5% | $3,574-67.6% | $4,869-76.2% |
| Participant deferral / active EE | $4,355 | $4,269+2.0% | $3,712+17.3% | $5,287-17.6% |
| Admin fee / account holder | $2,775 | $6,644-58.2% | $5,332-48.0% | $10,132-72.6% |