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 | $63,613 | $99,341-36.0% | $84,750-24.9% | $273,961-76.8% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 7.61% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,206 | $4,214-47.6% | $3,574-38.3% | $4,869-54.7% |
| Participant deferral / active EE | $5,054 | $4,269+18.4% | $3,712+36.2% | $5,287-4.4% |
| Admin fee / account holder | $1,396 | $6,644-79.0% | $5,332-73.8% | $10,132-86.2% |