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 | $53,849 | $99,341-45.8% | $84,750-36.5% | $273,961-80.3% |
| Participation rate | 91.3% | 80.7%+10.6pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 9.10% | 22.93%-13.8pp | 22.78%-13.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $962 | $4,214-77.2% | $3,574-73.1% | $4,869-80.2% |
| Participant deferral / active EE | $2,888 | $4,269-32.4% | $3,712-22.2% | $5,287-45.4% |
| Admin fee / account holder | $1,072 | $6,644-83.9% | $5,332-79.9% | $10,132-89.4% |