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 | $54,607 | $83,908-34.9% | $68,509-20.3% | $125,391-56.5% |
| Participation rate | 81.8% | 78.2%+3.6pp | 74.7%+7.1pp | 83.2%-1.4pp |
| Annual return | 1.25% | 14.48%-13.2pp | 8.27%-7.0pp | 282.22%-281.0pp |
| Employer contribution / active EE | $8,211 | $3,031+170.9% | $2,278+260.5% | $4,866+68.7% |
| Participant deferral / active EE | $2,930 | $4,125-29.0% | $3,382-13.4% | $5,352-45.3% |
| Admin fee / account holder | $34,469 | $8,982+283.7% | $5,275+553.5% | $9,540+261.3% |