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 | $46,817 | $52,379-10.6% | $46,225+1.3% | $273,961-82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 4.18% | 7.23%-3.0pp | 7.57%-3.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $4,344 | $4,226+2.8% | $3,424+26.9% | $4,869-10.8% |
| Participant deferral / active EE | $2,139 | $4,660-54.1% | $3,776-43.4% | $5,287-59.5% |
| Admin fee / account holder | $6,672 | $4,652+43.4% | $3,519+89.6% | $10,132-34.1% |