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 | $92,547 | $87,013+6.4% | $106,213-12.9% | $80,856+14.5% |
| Participation rate | 76.9% | 70.4%+6.5pp | 75.3%+1.6pp | 67.6%+9.3pp |
| Annual return | 17.40% | 17.05%+0.3pp | 116.14%-98.7pp | 35.59%-18.2pp |
| Employer contribution / active EE | $885 | $2,395-63.0% | $3,171-72.1% | $2,755-67.9% |
| Participant deferral / active EE | $5,006 | $3,986+25.6% | $5,016-0.2% | $4,296+16.5% |
| Admin fee / account holder | $1,225 | $8,431-85.5% | $11,033-88.9% | $6,918-82.3% |