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 | $39,841 | $99,341-59.9% | $84,750-53.0% | $273,961-85.5% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 4.37% | 22.93%-18.6pp | 22.78%-18.4pp | 41.45%-37.1pp |
| Employer contribution / active EE | $3,834 | $4,214-9.0% | $3,574+7.3% | $4,869-21.2% |
| Participant deferral / active EE | $5,454 | $4,269+27.8% | $3,712+46.9% | $5,287+3.2% |
| Admin fee / account holder | $43,498 | $6,644+554.7% | $5,332+715.8% | $10,132+329.3% |