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 | $58,203 | $88,707-34.4% | $74,183-21.5% | $273,961-78.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.69% | 11.94%-4.3pp | 17.74%-10.0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,699 | $3,159-46.2% | $2,370-28.3% | $4,869-65.1% |
| Participant deferral / active EE | $7,726 | $4,212+83.4% | $3,550+117.7% | $5,287+46.1% |
| Admin fee / account holder | $4,328 | $8,717-50.3% | $5,586-22.5% | $10,132-57.3% |