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 | $93,452 | $99,341-5.9% | $84,750+10.3% | $273,961-65.9% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 5.39% | 22.93%-17.5pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $6,738 | $4,214+59.9% | $3,574+88.5% | $4,869+38.4% |
| Participant deferral / active EE | $2,011 | $4,269-52.9% | $3,712-45.8% | $5,287-62.0% |
| Admin fee / account holder | $13,210 | $6,644+98.8% | $5,332+147.7% | $10,132+30.4% |