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 | $43,836 | $99,341-55.9% | $84,750-48.3% | $273,961-84.0% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 7.66% | 22.93%-15.3pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,247 | $4,214-46.7% | $3,574-37.1% | $4,869-53.8% |
| Participant deferral / active EE | $3,965 | $4,269-7.1% | $3,712+6.8% | $5,287-25.0% |
| Admin fee / account holder | $5,830 | $6,644-12.2% | $5,332+9.3% | $10,132-42.5% |