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 | $93,502 | $93,071+0.5% | $74,583+25.4% | $273,961-65.9% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | 1.99% | 26.18%-24.2pp | 20.47%-18.5pp | 41.45%-39.5pp |
| Employer contribution / active EE | $3,386 | $3,160+7.2% | $2,525+34.1% | $4,869-30.5% |
| Participant deferral / active EE | $6,696 | $4,160+61.0% | $3,458+93.6% | $5,287+26.6% |
| Admin fee / account holder | $52,769 | $5,272+900.8% | $4,138+1175.3% | $10,132+420.8% |