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 | $53,730 | $105,630-49.1% | $87,507-38.6% | $273,961-80.4% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 7.60% | 12.25%-4.7pp | 12.21%-4.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,252 | $3,141-28.3% | $2,550-11.7% | $4,869-53.7% |
| Participant deferral / active EE | $4,794 | $3,601+33.1% | $3,149+52.3% | $5,287-9.3% |
| Admin fee / account holder | $1,195 | $4,781-75.0% | $4,221-71.7% | $10,132-88.2% |