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 | $114,585 | $99,341+15.3% | $84,750+35.2% | $273,961-58.2% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 3.51% | 22.93%-19.4pp | 22.78%-19.3pp | 41.45%-37.9pp |
| Employer contribution / active EE | $6,427 | $4,214+52.5% | $3,574+79.8% | $4,869+32.0% |
| Participant deferral / active EE | $8,252 | $4,269+93.3% | $3,712+122.3% | $5,287+56.1% |
| Admin fee / account holder | $3,759 | $6,644-43.4% | $5,332-29.5% | $10,132-62.9% |