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 | $37,044 | $88,707-58.2% | $74,183-50.1% | $273,961-86.5% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | 6.09% | 11.94%-5.9pp | 17.74%-11.6pp | 41.45%-35.4pp |
| Employer contribution / active EE | $7,185 | $3,159+127.4% | $2,370+203.2% | $4,869+47.6% |
| Participant deferral / active EE | $1,526 | $4,212-63.8% | $3,550-57.0% | $5,287-71.1% |
| Admin fee / account holder | $943 | $8,717-89.2% | $5,586-83.1% | $10,132-90.7% |