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 | $102,699 | $132,239-22.3% | $105,722-2.9% | $273,961-62.5% |
| Participation rate | 87.5% | 83.2%+4.3pp | 78.9%+8.6pp | 83.0%+4.5pp |
| Annual return | 7.22% | 10.07%-2.9pp | 12.25%-5.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,326 | $4,867-72.8% | $4,079-67.5% | $4,869-72.8% |
| Participant deferral / active EE | $5,514 | $6,233-11.5% | $5,326+3.5% | $5,287+4.3% |
| Admin fee / account holder | $3,744 | $12,032-68.9% | $8,308-54.9% | $10,132-63.1% |