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 | $89,841 | $93,346-3.8% | $71,796+25.1% | $273,961-67.2% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 83.0%+7.0pp |
| Annual return | 4.09% | 130.39%-126.3pp | 78.04%-73.9pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,420 | $2,733-48.0% | $1,924-26.2% | $4,869-70.8% |
| Participant deferral / active EE | $4,511 | $3,475+29.8% | $2,794+61.4% | $5,287-14.7% |
| Admin fee / account holder | $3,206 | $6,571-51.2% | $4,815-33.4% | $10,132-68.4% |