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 | $53,051 | $90,503-41.4% | $78,689-32.6% | $273,961-80.6% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 7.06% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,160 | $3,176-32.0% | $2,851-24.2% | $4,869-55.6% |
| Participant deferral / active EE | $6,429 | $3,901+64.8% | $3,517+82.8% | $5,287+21.6% |
| Admin fee / account holder | $1,471 | $5,263-72.1% | $4,510-67.4% | $10,132-85.5% |