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 | $60,015 | $105,630-43.2% | $87,507-31.4% | $273,961-78.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.77% | 12.25%-5.5pp | 12.21%-5.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,923 | $3,141+24.9% | $2,550+53.8% | $4,869-19.4% |
| Participant deferral / active EE | $4,104 | $3,601+14.0% | $3,149+30.3% | $5,287-22.4% |
| Admin fee / account holder | $2,133 | $4,781-55.4% | $4,221-49.5% | $10,132-78.9% |