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 | $56,440 | $105,630-46.6% | $87,507-35.5% | $273,961-79.4% |
| Participation rate | 85.7% | 78.2%+7.5pp | 73.8%+11.9pp | 83.0%+2.7pp |
| Annual return | 10.40% | 12.25%-1.8pp | 12.21%-1.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,269 | $3,141-27.8% | $2,550-11.0% | $4,869-53.4% |
| Participant deferral / active EE | $5,737 | $3,601+59.3% | $3,149+82.2% | $5,287+8.5% |
| Admin fee / account holder | $425 | $4,781-91.1% | $4,221-89.9% | $10,132-95.8% |