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 | $27,530 | $105,630-73.9% | $87,507-68.5% | $273,961-90.0% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 1.37% | 12.25%-10.9pp | 12.21%-10.8pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,783 | $3,141-43.2% | $2,550-30.1% | $4,869-63.4% |
| Participant deferral / active EE | $5,429 | $3,601+50.8% | $3,149+72.4% | $5,287+2.7% |
| Admin fee / account holder | $2,039 | $4,781-57.4% | $4,221-51.7% | $10,132-79.9% |