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 | $75,438 | $90,503-16.6% | $78,689-4.1% | $273,961-72.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.66% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,333 | $3,176+5.0% | $2,851+16.9% | $4,869-31.5% |
| Participant deferral / active EE | $1,704 | $3,901-56.3% | $3,517-51.5% | $5,287-67.8% |
| Admin fee / account holder | $2,730 | $5,263-48.1% | $4,510-39.5% | $10,132-73.1% |