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 | $58,439 | $88,707-34.1% | $74,183-21.2% | $273,961-78.7% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 5.54% | 11.94%-6.4pp | 17.74%-12.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $10,782 | $3,159+241.3% | $2,370+354.9% | $4,869+121.4% |
| Participant deferral / active EE | $3,111 | $4,212-26.1% | $3,550-12.4% | $5,287-41.2% |
| Admin fee / account holder | $14,023 | $8,717+60.9% | $5,586+151.1% | $10,132+38.4% |