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 | $60,476 | $105,630-42.7% | $87,507-30.9% | $273,961-77.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 14.60% | 12.25%+2.4pp | 12.21%+2.4pp | 41.45%-26.8pp |
| Employer contribution / active EE | $8,183 | $3,141+160.6% | $2,550+220.9% | $4,869+68.1% |
| Participant deferral / active EE | $4,140 | $3,601+15.0% | $3,149+31.5% | $5,287-21.7% |
| Admin fee / account holder | $1,266 | $4,781-73.5% | $4,221-70.0% | $10,132-87.5% |