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 | $52,820 | $90,503-41.6% | $78,689-32.9% | $273,961-80.7% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 4.76% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,665 | $3,176-16.1% | $2,851-6.5% | $4,869-45.3% |
| Participant deferral / active EE | $4,145 | $3,901+6.3% | $3,517+17.9% | $5,287-21.6% |
| Admin fee / account holder | $5,712 | $5,263+8.5% | $4,510+26.6% | $10,132-43.6% |