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 | $93,389 | $96,557-3.3% | $80,975+15.3% | $273,961-65.9% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 9.02% | 15.14%-6.1pp | 17.10%-8.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,513 | $4,868-68.9% | $3,714-59.3% | $4,869-68.9% |
| Participant deferral / active EE | $5,372 | $6,598-18.6% | $5,696-5.7% | $5,287+1.6% |
| Admin fee / account holder | $1,124 | $7,492-85.0% | $5,516-79.6% | $10,132-88.9% |