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 | $47,538 | $136,307-65.1% | $106,619-55.4% | $273,961-82.6% |
| Participation rate | 93.8% | 84.8%+9.0pp | 78.0%+15.8pp | 83.0%+10.7pp |
| Annual return | 2.96% | 11.05%-8.1pp | 9.42%-6.5pp | 41.45%-38.5pp |
| Employer contribution / active EE | $4,162 | $5,190-19.8% | $3,947+5.5% | $4,869-14.5% |
| Participant deferral / active EE | $5,489 | $4,969+10.5% | $3,930+39.7% | $5,287+3.8% |
| Admin fee / account holder | $20,395 | $8,625+136.5% | $6,418+217.8% | $10,132+101.3% |