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 | $81,060 | $95,193-14.8% | $76,523+5.9% | $135,375-40.1% |
| Participation rate | 86.7% | 74.4%+12.3pp | 68.0%+18.7pp | 82.6%+4.0pp |
| Annual return | 7.26% | 4.85%+2.4pp | -0.27%+7.5pp | 519.73%-512.5pp |
| Employer contribution / active EE | $935 | $3,302-71.7% | $2,647-64.7% | $4,779-80.4% |
| Participant deferral / active EE | $4,731 | $4,639+2.0% | $3,835+23.4% | $5,609-15.6% |
| Admin fee / account holder | $724 | $6,249-88.4% | $4,848-85.1% | $10,827-93.3% |