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 | $58,504 | $140,588-58.4% | $123,104-52.5% | $125,391-53.3% |
| Participation rate | 93.8% | 88.2%+5.6pp | 86.8%+7.0pp | 83.2%+10.6pp |
| Annual return | 0.80% | 16.80%-16.0pp | 13.22%-12.4pp | 282.22%-281.4pp |
| Employer contribution / active EE | $2,414 | $6,041-60.0% | $5,151-53.1% | $4,866-50.4% |
| Participant deferral / active EE | $3,970 | $6,980-43.1% | $6,230-36.3% | $5,352-25.8% |
| Admin fee / account holder | $9,470 | $11,198-15.4% | $9,015+5.1% | $9,540-0.7% |