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 | $56,878 | $88,583-35.8% | $88,497-35.7% | $273,961-79.2% |
| Participation rate | 88.9% | 83.5%+5.4pp | 82.4%+6.5pp | 83.0%+5.9pp |
| Annual return | 9.83% | 5.68%+4.1pp | 7.63%+2.2pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,546 | $4,502-21.2% | $4,036-12.2% | $4,869-27.2% |
| Participant deferral / active EE | $5,571 | $4,891+13.9% | $4,899+13.7% | $5,287+5.4% |
| Admin fee / account holder | $815 | $8,980-90.9% | $6,220-86.9% | $10,132-92.0% |