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 | $48,484 | $96,956-50.0% | $70,014-30.8% | $273,961-82.3% |
| Participation rate | 87.0% | 77.1%+9.9pp | 71.8%+15.1pp | 83.0%+3.9pp |
| Annual return | 6.03% | 12.93%-6.9pp | 12.99%-7.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,251 | $3,316-32.1% | $2,338-3.7% | $4,869-53.8% |
| Participant deferral / active EE | $2,381 | $3,744-36.4% | $2,931-18.8% | $5,287-55.0% |
| Admin fee / account holder | $374 | $7,934-95.3% | $4,380-91.5% | $10,132-96.3% |