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 | $96,064 | $167,307-42.6% | $143,757-33.2% | $134,475-28.6% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | 3.83% | 0.46%+3.4pp | -0.04%+3.9pp | 417.96%-414.1pp |
| Employer contribution / active EE | $1,844 | $5,619-67.2% | $4,951-62.8% | $4,740-61.1% |
| Participant deferral / active EE | $5,878 | $6,446-8.8% | $5,637+4.3% | $6,400-8.2% |
| Admin fee / account holder | $12,972 | $18,088-28.3% | $14,673-11.6% | $11,426+13.5% |