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 | $40,010 | $105,630-62.1% | $87,507-54.3% | $273,961-85.4% |
| Participation rate | 76.9% | 78.2%-1.3pp | 73.8%+3.1pp | 83.0%-6.1pp |
| Annual return | 7.79% | 12.25%-4.5pp | 12.21%-4.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,691 | $3,141+17.5% | $2,550+44.8% | $4,869-24.2% |
| Participant deferral / active EE | $2,796 | $3,601-22.4% | $3,149-11.2% | $5,287-47.1% |
| Admin fee / account holder | $327 | $4,781-93.2% | $4,221-92.2% | $10,132-96.8% |