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 | $110,634 | $132,239-16.3% | $105,722+4.6% | $273,961-59.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 78.9%+6.8pp | 83.0%+2.7pp |
| Annual return | 7.98% | 10.07%-2.1pp | 12.25%-4.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,028 | $4,867-37.8% | $4,079-25.8% | $4,869-37.8% |
| Participant deferral / active EE | $3,850 | $6,233-38.2% | $5,326-27.7% | $5,287-27.2% |
| Admin fee / account holder | $1,075 | $12,032-91.1% | $8,308-87.1% | $10,132-89.4% |