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 | $129,581 | $99,341+30.4% | $84,750+52.9% | $273,961-52.7% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 2.53% | 22.93%-20.4pp | 22.78%-20.2pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,789 | $4,214-57.6% | $3,574-50.0% | $4,869-63.3% |
| Participant deferral / active EE | $7,154 | $4,269+67.6% | $3,712+92.7% | $5,287+35.3% |
| Admin fee / account holder | $38,689 | $6,644+482.3% | $5,332+625.6% | $10,132+281.8% |