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 | $87,727 | $99,341-11.7% | $84,750+3.5% | $273,961-68.0% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 4.57% | 22.93%-18.4pp | 22.78%-18.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,624 | $4,214-14.0% | $3,574+1.4% | $4,869-25.6% |
| Participant deferral / active EE | $5,399 | $4,269+26.5% | $3,712+45.5% | $5,287+2.1% |
| Admin fee / account holder | $10,966 | $6,644+65.0% | $5,332+105.7% | $10,132+8.2% |