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 | $78,319 | $99,341-21.2% | $84,750-7.6% | $273,961-71.4% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 7.74% | 22.93%-15.2pp | 22.78%-15.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,177 | $4,214-48.3% | $3,574-39.1% | $4,869-55.3% |
| Participant deferral / active EE | $5,109 | $4,269+19.7% | $3,712+37.6% | $5,287-3.4% |
| Admin fee / account holder | $1,830 | $6,644-72.5% | $5,332-65.7% | $10,132-81.9% |