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 | $76,252 | $163,687-53.4% | $108,745-29.9% | $273,961-72.2% |
| Participation rate | 92.9% | 82.3%+10.5pp | 77.7%+15.2pp | 83.0%+9.8pp |
| Annual return | 4.16% | 31.16%-27.0pp | 46.22%-42.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,794 | $4,711-61.9% | $3,323-46.0% | $4,869-63.2% |
| Participant deferral / active EE | $3,535 | $7,155-50.6% | $5,121-31.0% | $5,287-33.1% |
| Admin fee / account holder | $3,345 | $12,890-74.1% | $6,144-45.6% | $10,132-67.0% |