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 | $60,116 | $93,071-35.4% | $74,583-19.4% | $273,961-78.1% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 5.82% | 26.18%-20.4pp | 20.47%-14.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,505 | $3,160-52.4% | $2,525-40.4% | $4,869-69.1% |
| Participant deferral / active EE | $5,269 | $4,160+26.6% | $3,458+52.4% | $5,287-0.4% |
| Admin fee / account holder | $2,321 | $5,272-56.0% | $4,138-43.9% | $10,132-77.1% |