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 | $37,689 | $132,239-71.5% | $105,722-64.4% | $273,961-86.2% |
| Participation rate | 85.7% | 83.2%+2.5pp | 78.9%+6.8pp | 83.0%+2.7pp |
| Annual return | 7.26% | 10.07%-2.8pp | 12.25%-5.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,990 | $4,867-38.6% | $4,079-26.7% | $4,869-38.6% |
| Participant deferral / active EE | $5,388 | $6,233-13.6% | $5,326+1.2% | $5,287+1.9% |
| Admin fee / account holder | $10,953 | $12,032-9.0% | $8,308+31.8% | $10,132+8.1% |