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 | $49,527 | $99,341-50.1% | $84,750-41.6% | $273,961-81.9% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 7.24% | 22.93%-15.7pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,326 | $4,214-68.5% | $3,574-62.9% | $4,869-72.8% |
| Participant deferral / active EE | $6,928 | $4,269+62.3% | $3,712+86.7% | $5,287+31.0% |
| Admin fee / account holder | $1,364 | $6,644-79.5% | $5,332-74.4% | $10,132-86.5% |