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 | $61,061 | $105,630-42.2% | $87,507-30.2% | $273,961-77.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.93% | 12.25%-8.3pp | 12.21%-8.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,835 | $3,141-41.6% | $2,550-28.0% | $4,869-62.3% |
| Participant deferral / active EE | $5,414 | $3,601+50.4% | $3,149+71.9% | $5,287+2.4% |
| Admin fee / account holder | $1,215 | $4,781-74.6% | $4,221-71.2% | $10,132-88.0% |