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 | $46,380 | $181,894-74.5% | $156,549-70.4% | $273,961-83.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 3.28% | 30.74%-27.5pp | 32.23%-28.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $4,234 | $6,248-32.2% | $5,501-23.0% | $4,869-13.0% |
| Participant deferral / active EE | $6,194 | $5,550+11.6% | $4,871+27.2% | $5,287+17.2% |
| Admin fee / account holder | $933 | $15,559-94.0% | $13,027-92.8% | $10,132-90.8% |