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 | $95,697 | $153,772-37.8% | $133,980-28.6% | $273,961-65.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 5.47% | 36.51%-31.0pp | 29.30%-23.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $6,048 | $6,029+0.3% | $5,211+16.1% | $4,869+24.2% |
| Participant deferral / active EE | $3,813 | $6,958-45.2% | $6,282-39.3% | $5,287-27.9% |
| Admin fee / account holder | $26,545 | $11,765+125.6% | $9,324+184.7% | $10,132+162.0% |