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 | $50,789 | $99,341-48.9% | $84,750-40.1% | $273,961-81.5% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 5.75% | 22.93%-17.2pp | 22.78%-17.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,960 | $4,214-53.5% | $3,574-45.2% | $4,869-59.7% |
| Participant deferral / active EE | $3,942 | $4,269-7.7% | $3,712+6.2% | $5,287-25.4% |
| Admin fee / account holder | $4,406 | $6,644-33.7% | $5,332-17.4% | $10,132-56.5% |