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 | $50,965 | $90,503-43.7% | $78,689-35.2% | $273,961-81.4% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 4.70% | 75.60%-70.9pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $5,700 | $3,176+79.5% | $2,851+100.0% | $4,869+17.1% |
| Participant deferral / active EE | $4,622 | $3,901+18.5% | $3,517+31.4% | $5,287-12.6% |
| Admin fee / account holder | $2,540 | $5,263-51.7% | $4,510-43.7% | $10,132-74.9% |