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 | $43,954 | $76,552-42.6% | $123,892-64.5% | $62,891-30.1% |
| Participation rate | 89.8% | 73.0%+16.8pp | 81.4%+8.4pp | 69.3%+20.5pp |
| Annual return | 7.43% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,549 | $2,883-11.6% | $4,617-44.8% | $2,281+11.7% |
| Participant deferral / active EE | $5,325 | $4,840+10.0% | $5,984-11.0% | $3,203+66.3% |
| Admin fee / account holder | $1,576 | $4,826-67.3% | $8,357-81.1% | $4,296-63.3% |