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 | $56,098 | $96,557-41.9% | $80,975-30.7% | $273,961-79.5% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 4.70% | 15.14%-10.4pp | 17.10%-12.4pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,903 | $4,868-40.4% | $3,714-21.9% | $4,869-40.4% |
| Participant deferral / active EE | $4,111 | $6,598-37.7% | $5,696-27.8% | $5,287-22.2% |
| Admin fee / account holder | $4,254 | $7,492-43.2% | $5,516-22.9% | $10,132-58.0% |