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 | $28,066 | $43,327-35.2% | $59,878-53.1% | $64,186-56.3% |
| Participation rate | 82.9% | 69.2%+13.7pp | 74.7%+8.2pp | 69.6%+13.3pp |
| Annual return | 10.06% | -1.55%+11.6pp | 3.46%+6.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $2,628 | $2,028+29.5% | $2,722-3.4% | $2,381+10.4% |
| Participant deferral / active EE | $3,825 | $2,546+50.3% | $3,402+12.4% | $3,470+10.3% |
| Admin fee / account holder | $4,567 | $3,005+52.0% | $3,590+27.2% | $4,888-6.6% |