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 | $53,091 | $88,583-40.1% | $88,497-40.0% | $273,961-80.6% |
| Participation rate | 94.4% | 83.5%+11.0pp | 82.4%+12.0pp | 83.0%+11.4pp |
| Annual return | 3.99% | 5.68%-1.7pp | 7.63%-3.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $3,804 | $4,502-15.5% | $4,036-5.8% | $4,869-21.9% |
| Participant deferral / active EE | $4,677 | $4,891-4.4% | $4,899-4.5% | $5,287-11.5% |
| Admin fee / account holder | $4,449 | $8,980-50.5% | $6,220-28.5% | $10,132-56.1% |