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 | $33,863 | $136,307-75.2% | $106,619-68.2% | $273,961-87.6% |
| Participation rate | 83.3% | 84.8%-1.4pp | 78.0%+5.3pp | 83.0%+0.3pp |
| Annual return | 11.81% | 11.05%+0.8pp | 9.42%+2.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,478 | $5,190-71.5% | $3,947-62.5% | $4,869-69.6% |
| Participant deferral / active EE | $5,251 | $4,969+5.7% | $3,930+33.6% | $5,287-0.7% |
| Admin fee / account holder | $10,902 | $8,625+26.4% | $6,418+69.9% | $10,132+7.6% |