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 | $101,555 | $96,557+5.2% | $80,975+25.4% | $273,961-62.9% |
| Participation rate | 94.7% | 79.1%+15.7pp | 75.8%+18.9pp | 83.0%+11.7pp |
| Annual return | 3.81% | 15.14%-11.3pp | 17.10%-13.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $513 | $4,868-89.5% | $3,714-86.2% | $4,869-89.5% |
| Participant deferral / active EE | $3,871 | $6,598-41.3% | $5,696-32.0% | $5,287-26.8% |
| Admin fee / account holder | $14,334 | $7,492+91.3% | $5,516+159.9% | $10,132+41.5% |