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 | $77,049 | $105,630-27.1% | $87,507-12.0% | $273,961-71.9% |
| Participation rate | 91.3% | 78.2%+13.1pp | 73.8%+17.5pp | 83.0%+8.3pp |
| Annual return | 3.18% | 12.25%-9.1pp | 12.21%-9.0pp | 41.45%-38.3pp |
| Employer contribution / active EE | $105 | $3,141-96.7% | $2,550-95.9% | $4,869-97.8% |
| Participant deferral / active EE | $2,842 | $3,601-21.1% | $3,149-9.7% | $5,287-46.2% |
| Admin fee / account holder | $23,611 | $4,781+393.9% | $4,221+459.4% | $10,132+133.0% |