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 | $53,834 | $132,239-59.3% | $105,722-49.1% | $273,961-80.3% |
| Participation rate | 95.2% | 83.2%+12.0pp | 78.9%+16.3pp | 83.0%+12.2pp |
| Annual return | 4.74% | 10.07%-5.3pp | 12.25%-7.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $4,036 | $4,867-17.1% | $4,079-1.0% | $4,869-17.1% |
| Participant deferral / active EE | $7,684 | $6,233+23.3% | $5,326+44.3% | $5,287+45.3% |
| Admin fee / account holder | $7,752 | $12,032-35.6% | $8,308-6.7% | $10,132-23.5% |