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 | $69,313 | $90,503-23.4% | $78,689-11.9% | $273,961-74.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.54% | 75.60%-70.1pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $4,266 | $3,176+34.3% | $2,851+49.7% | $4,869-12.4% |
| Participant deferral / active EE | $2,738 | $3,901-29.8% | $3,517-22.1% | $5,287-48.2% |
| Admin fee / account holder | $4,231 | $5,263-19.6% | $4,510-6.2% | $10,132-58.2% |