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 | $107,588 | $153,772-30.0% | $133,980-19.7% | $273,961-60.7% |
| Participation rate | 73.9% | 88.4%-14.5pp | 87.1%-13.2pp | 83.0%-9.1pp |
| Annual return | 10.23% | 36.51%-26.3pp | 29.30%-19.1pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,394 | $6,029-60.3% | $5,211-54.1% | $4,869-50.8% |
| Participant deferral / active EE | $6,896 | $6,958-0.9% | $6,282+9.8% | $5,287+30.4% |
| Admin fee / account holder | $9,542 | $11,765-18.9% | $9,324+2.3% | $10,132-5.8% |