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 | $37,214 | $99,341-62.5% | $84,750-56.1% | $273,961-86.4% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.46% | 22.93%-16.5pp | 22.78%-16.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $4,839 | $4,214+14.8% | $3,574+35.4% | $4,869-0.6% |
| Participant deferral / active EE | $4,226 | $4,269-1.0% | $3,712+13.9% | $5,287-20.1% |
| Admin fee / account holder | $1,827 | $6,644-72.5% | $5,332-65.7% | $10,132-82.0% |