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 | $37,548 | $65,685-42.8% | $57,179-34.3% | $273,961-86.3% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | 3.61% | 21.99%-18.4pp | 14.59%-11.0pp | 41.45%-37.8pp |
| Employer contribution / active EE | $3,394 | $3,279+3.5% | $2,682+26.5% | $4,869-30.3% |
| Participant deferral / active EE | $1,307 | $3,782-65.4% | $3,096-57.8% | $5,287-75.3% |
| Admin fee / account holder | $428 | $4,835-91.1% | $3,139-86.4% | $10,132-95.8% |