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 | $74,687 | $99,341-24.8% | $84,750-11.9% | $273,961-72.7% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 4.40% | 22.93%-18.5pp | 22.78%-18.4pp | 41.45%-37.1pp |
| Employer contribution / active EE | $862 | $4,214-79.5% | $3,574-75.9% | $4,869-82.3% |
| Participant deferral / active EE | $2,541 | $4,269-40.5% | $3,712-31.5% | $5,287-51.9% |
| Admin fee / account holder | $3,752 | $6,644-43.5% | $5,332-29.6% | $10,132-63.0% |