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 | $109,738 | $138,347-20.7% | $184,203-40.4% | $80,856+35.7% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 18.63% | 20.02%-1.4pp | 28.81%-10.2pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,717 | $4,850-23.4% | $6,427-42.2% | $2,755+34.9% |
| Participant deferral / active EE | $4,137 | $7,071-41.5% | $9,131-54.7% | $4,296-3.7% |
| Admin fee / account holder | $4,044 | $10,483-61.4% | $13,901-70.9% | $6,918-41.5% |