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 | $104,732 | $153,772-31.9% | $133,980-21.8% | $273,961-61.8% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | 7.20% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,581 | $6,029-57.2% | $5,211-50.5% | $4,869-47.0% |
| Participant deferral / active EE | $4,836 | $6,958-30.5% | $6,282-23.0% | $5,287-8.5% |
| Admin fee / account holder | $10,686 | $11,765-9.2% | $9,324+14.6% | $10,132+5.5% |