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 | $50,321 | $96,956-48.1% | $70,014-28.1% | $273,961-81.6% |
| Participation rate | 93.8% | 77.1%+16.7pp | 71.8%+21.9pp | 83.0%+10.7pp |
| Annual return | 4.96% | 12.93%-8.0pp | 12.99%-8.0pp | 41.45%-36.5pp |
| Employer contribution / active EE | $5,438 | $3,316+64.0% | $2,338+132.6% | $4,869+11.7% |
| Participant deferral / active EE | $4,982 | $3,744+33.1% | $2,931+70.0% | $5,287-5.8% |
| Admin fee / account holder | $12,432 | $7,934+56.7% | $4,380+183.8% | $10,132+22.7% |