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 | $67,779 | $99,341-31.8% | $84,750-20.0% | $273,961-75.3% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 2.19% | 22.93%-20.7pp | 22.78%-20.6pp | 41.45%-39.3pp |
| Employer contribution / active EE | $3,826 | $4,214-9.2% | $3,574+7.0% | $4,869-21.4% |
| Participant deferral / active EE | $4,196 | $4,269-1.7% | $3,712+13.1% | $5,287-20.6% |
| Admin fee / account holder | $12,420 | $6,644+86.9% | $5,332+132.9% | $10,132+22.6% |