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 | $76,199 | $99,341-23.3% | $84,750-10.1% | $273,961-72.2% |
| Participation rate | 91.3% | 80.7%+10.6pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 6.02% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,242 | $4,214-70.5% | $3,574-65.2% | $4,869-74.5% |
| Participant deferral / active EE | $4,270 | $4,2690% | $3,712+15.0% | $5,287-19.2% |
| Admin fee / account holder | $8,806 | $6,644+32.5% | $5,332+65.1% | $10,132-13.1% |