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 | $108,461 | $132,239-18.0% | $105,722+2.6% | $273,961-60.4% |
| Participation rate | 84.6% | 83.2%+1.4pp | 78.9%+5.7pp | 83.0%+1.6pp |
| Annual return | 5.77% | 10.07%-4.3pp | 12.25%-6.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,435 | $4,867-70.5% | $4,079-64.8% | $4,869-70.5% |
| Participant deferral / active EE | $4,516 | $6,233-27.5% | $5,326-15.2% | $5,287-14.6% |
| Admin fee / account holder | $5,656 | $12,032-53.0% | $8,308-31.9% | $10,132-44.2% |