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 | $103,595 | $181,894-43.0% | $156,549-33.8% | $273,961-62.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 13.62% | 30.74%-17.1pp | 32.23%-18.6pp | 41.45%-27.8pp |
| Employer contribution / active EE | $2,377 | $6,248-62.0% | $5,501-56.8% | $4,869-51.2% |
| Participant deferral / active EE | $9,208 | $5,550+65.9% | $4,871+89.0% | $5,287+74.1% |
| Admin fee / account holder | $619 | $15,559-96.0% | $13,027-95.3% | $10,132-93.9% |