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 | $63,037 | $96,557-34.7% | $80,975-22.2% | $273,961-77.0% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 7.55% | 15.14%-7.6pp | 17.10%-9.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,172 | $4,868-55.4% | $3,714-41.5% | $4,869-55.4% |
| Participant deferral / active EE | $3,649 | $6,598-44.7% | $5,696-35.9% | $5,287-31.0% |
| Admin fee / account holder | $4,646 | $7,492-38.0% | $5,516-15.8% | $10,132-54.1% |