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 | $53,193 | $76,552-30.5% | $123,892-57.1% | $62,891-15.4% |
| Participation rate | 86.5% | 73.0%+13.5pp | 81.4%+5.1pp | 69.3%+17.2pp |
| Annual return | 10.26% | 18.68%-8.4pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,394 | $2,883-51.7% | $4,617-69.8% | $2,281-38.9% |
| Participant deferral / active EE | $5,826 | $4,840+20.4% | $5,984-2.6% | $3,203+81.9% |
| Admin fee / account holder | $3,215 | $4,826-33.4% | $8,357-61.5% | $4,296-25.2% |