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 | $61,213 | $90,503-32.4% | $78,689-22.2% | $273,961-77.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.57% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,711 | $3,176+16.9% | $2,851+30.2% | $4,869-23.8% |
| Participant deferral / active EE | $5,048 | $3,901+29.4% | $3,517+43.5% | $5,287-4.5% |
| Admin fee / account holder | $5,740 | $5,263+9.1% | $4,510+27.3% | $10,132-43.3% |