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 | $66,372 | $90,503-26.7% | $78,689-15.7% | $273,961-75.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.61% | 75.60%-64.0pp | 62.18%-50.6pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,678 | $3,176-47.1% | $2,851-41.1% | $4,869-65.5% |
| Participant deferral / active EE | $4,434 | $3,901+13.7% | $3,517+26.1% | $5,287-16.1% |
| Admin fee / account holder | $8,050 | $5,263+53.0% | $4,510+78.5% | $10,132-20.5% |