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 | $113,726 | $153,311-25.8% | $109,313+4.0% | $273,961-58.5% |
| Participation rate | 92.3% | 80.1%+12.2pp | 71.3%+21.0pp | 83.0%+9.3pp |
| Annual return | 5.76% | 29.86%-24.1pp | 22.07%-16.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,541 | $5,619-54.8% | $3,892-34.7% | $4,869-47.8% |
| Participant deferral / active EE | $6,262 | $3,932+59.3% | $3,166+97.8% | $5,287+18.4% |
| Admin fee / account holder | $13,470 | $8,076+66.8% | $5,666+137.7% | $10,132+32.9% |