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 | $59,800 | $90,503-33.9% | $78,689-24.0% | $273,961-78.2% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 7.76% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,531 | $3,176-51.8% | $2,851-46.3% | $4,869-68.6% |
| Participant deferral / active EE | $5,165 | $3,901+32.4% | $3,517+46.9% | $5,287-2.3% |
| Admin fee / account holder | $366 | $5,263-93.0% | $4,510-91.9% | $10,132-96.4% |