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 | $65,240 | $135,952-52.0% | $123,892-47.3% | $273,961-76.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.97% | 56.63%-48.7pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $8,553 | $5,170+65.4% | $4,617+85.3% | $4,869+75.7% |
| Participant deferral / active EE | $7,455 | $6,343+17.5% | $5,984+24.6% | $5,287+41.0% |
| Admin fee / account holder | $11,633 | $9,817+18.5% | $8,357+39.2% | $10,132+14.8% |