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 | $61,014 | $93,346-34.6% | $71,796-15.0% | $273,961-77.7% |
| Participation rate | 85.0% | 76.5%+8.5pp | 69.1%+15.9pp | 83.0%+2.0pp |
| Annual return | 9.30% | 130.39%-121.1pp | 78.04%-68.7pp | 41.45%-32.1pp |
| Employer contribution / active EE | $664 | $2,733-75.7% | $1,924-65.5% | $4,869-86.4% |
| Participant deferral / active EE | $2,627 | $3,475-24.4% | $2,794-6.0% | $5,287-50.3% |
| Admin fee / account holder | $3,006 | $6,571-54.3% | $4,815-37.6% | $10,132-70.3% |