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 | $38,564 | $93,071-58.6% | $74,583-48.3% | $273,961-85.9% |
| Participation rate | 91.7% | 74.9%+16.7pp | 68.1%+23.6pp | 83.0%+8.7pp |
| Annual return | 7.96% | 26.18%-18.2pp | 20.47%-12.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,028 | $3,160-4.2% | $2,525+19.9% | $4,869-37.8% |
| Participant deferral / active EE | $5,992 | $4,160+44.0% | $3,458+73.3% | $5,287+13.3% |
| Admin fee / account holder | $1,244 | $5,272-76.4% | $4,138-69.9% | $10,132-87.7% |