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 | $59,719 | $65,685-9.1% | $57,179+4.4% | $273,961-78.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.07% | 21.99%-16.9pp | 14.59%-9.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,182 | $3,279-63.9% | $2,682-55.9% | $4,869-75.7% |
| Participant deferral / active EE | $4,272 | $3,782+13.0% | $3,096+38.0% | $5,287-19.2% |
| Admin fee / account holder | $2,300 | $4,835-52.4% | $3,139-26.7% | $10,132-77.3% |