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 | $91,156 | $99,341-8.2% | $84,750+7.6% | $273,961-66.7% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 9.56% | 22.93%-13.4pp | 22.78%-13.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $3,087 | $4,214-26.7% | $3,574-13.6% | $4,869-36.6% |
| Participant deferral / active EE | $4,809 | $4,269+12.7% | $3,712+29.6% | $5,287-9.0% |
| Admin fee / account holder | $473 | $6,644-92.9% | $5,332-91.1% | $10,132-95.3% |