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 | $36,004 | $90,503-60.2% | $78,689-54.2% | $273,961-86.9% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 6.45% | 75.60%-69.2pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,757 | $3,176+18.3% | $2,851+31.8% | $4,869-22.8% |
| Participant deferral / active EE | $2,793 | $3,901-28.4% | $3,517-20.6% | $5,287-47.2% |
| Admin fee / account holder | $1,017 | $5,263-80.7% | $4,510-77.5% | $10,132-90.0% |