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 | $99,055 | $99,341-0.3% | $84,750+16.9% | $273,961-63.8% |
| Participation rate | 87.0% | 80.7%+6.3pp | 76.6%+10.4pp | 83.0%+3.9pp |
| Annual return | 7.03% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.4pp |
| Employer contribution / active EE | $647 | $4,214-84.6% | $3,574-81.9% | $4,869-86.7% |
| Participant deferral / active EE | $3,560 | $4,269-16.6% | $3,712-4.1% | $5,287-32.7% |
| Admin fee / account holder | $631 | $6,644-90.5% | $5,332-88.2% | $10,132-93.8% |