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 | $91,514 | $88,707+3.2% | $74,183+23.4% | $273,961-66.6% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 3.78% | 11.94%-8.2pp | 17.74%-14.0pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,025 | $3,159-67.6% | $2,370-56.8% | $4,869-79.0% |
| Participant deferral / active EE | $3,163 | $4,212-24.9% | $3,550-10.9% | $5,287-40.2% |
| Admin fee / account holder | $2,574 | $8,717-70.5% | $5,586-53.9% | $10,132-74.6% |