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 | $25,091 | $90,503-72.3% | $78,689-68.1% | $273,961-90.8% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 6.93% | 75.60%-68.7pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,236 | $3,176-29.6% | $2,851-21.6% | $4,869-54.1% |
| Participant deferral / active EE | $3,032 | $3,901-22.3% | $3,517-13.8% | $5,287-42.7% |
| Admin fee / account holder | $306 | $5,263-94.2% | $4,510-93.2% | $10,132-97.0% |