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 | $92,999 | $153,772-39.5% | $133,980-30.6% | $273,961-66.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 5.62% | 36.51%-30.9pp | 29.30%-23.7pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,889 | $6,029-35.5% | $5,211-25.4% | $4,869-20.1% |
| Participant deferral / active EE | $6,219 | $6,958-10.6% | $6,282-1.0% | $5,287+17.6% |
| Admin fee / account holder | $60,465 | $11,765+414.0% | $9,324+548.5% | $10,132+496.8% |