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 | $34,912 | $90,503-61.4% | $78,689-55.6% | $273,961-87.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 3.58% | 75.60%-72.0pp | 62.18%-58.6pp | 41.45%-37.9pp |
| Employer contribution / active EE | $2,993 | $3,176-5.8% | $2,851+5.0% | $4,869-38.5% |
| Participant deferral / active EE | $5,300 | $3,901+35.9% | $3,517+50.7% | $5,287+0.3% |
| Admin fee / account holder | $1,531 | $5,263-70.9% | $4,510-66.1% | $10,132-84.9% |