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 | $63,378 | $90,503-30.0% | $78,689-19.5% | $273,961-76.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.61% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $300 | $3,176-90.6% | $2,851-89.5% | $4,869-93.8% |
| Participant deferral / active EE | $2,700 | $3,901-30.8% | $3,517-23.2% | $5,287-48.9% |
| Admin fee / account holder | $442 | $5,263-91.6% | $4,510-90.2% | $10,132-95.6% |