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 | $45,793 | $99,341-53.9% | $84,750-46.0% | $273,961-83.3% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 9.10% | 22.93%-13.8pp | 22.78%-13.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,516 | $4,214-40.3% | $3,574-29.6% | $4,869-48.3% |
| Participant deferral / active EE | $7,359 | $4,269+72.4% | $3,712+98.3% | $5,287+39.2% |
| Admin fee / account holder | $1,791 | $6,644-73.0% | $5,332-66.4% | $10,132-82.3% |