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 | $86,328 | $99,341-13.1% | $84,750+1.9% | $273,961-68.5% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 8.15% | 22.93%-14.8pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,955 | $4,214-53.6% | $3,574-45.3% | $4,869-59.9% |
| Participant deferral / active EE | $2,920 | $4,269-31.6% | $3,712-21.3% | $5,287-44.8% |
| Admin fee / account holder | $3,996 | $6,644-39.9% | $5,332-25.1% | $10,132-60.6% |