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 | $57,456 | $99,341-42.2% | $84,750-32.2% | $273,961-79.0% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 5.20% | 22.93%-17.7pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $6,784 | $4,214+61.0% | $3,574+89.8% | $4,869+39.3% |
| Participant deferral / active EE | $6,537 | $4,269+53.1% | $3,712+76.1% | $5,287+23.6% |
| Admin fee / account holder | $4,609 | $6,644-30.6% | $5,332-13.6% | $10,132-54.5% |