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 | $43,066 | $96,956-55.6% | $70,014-38.5% | $273,961-84.3% |
| Participation rate | 95.7% | 77.1%+18.6pp | 71.8%+23.8pp | 83.0%+12.6pp |
| Annual return | 6.13% | 12.93%-6.8pp | 12.99%-6.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $4,438 | $3,316+33.9% | $2,338+89.8% | $4,869-8.8% |
| Participant deferral / active EE | $6,566 | $3,744+75.4% | $2,931+124.0% | $5,287+24.2% |
| Admin fee / account holder | $7,632 | $7,934-3.8% | $4,380+74.2% | $10,132-24.7% |