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 | $79,034 | $90,503-12.7% | $78,689+0.4% | $273,961-71.2% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 4.99% | 75.60%-70.6pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $665 | $3,176-79.1% | $2,851-76.7% | $4,869-86.3% |
| Participant deferral / active EE | $4,657 | $3,901+19.4% | $3,517+32.4% | $5,287-11.9% |
| Admin fee / account holder | $15,183 | $5,263+188.5% | $4,510+236.6% | $10,132+49.9% |