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 | $55,328 | $76,552-27.7% | $123,892-55.3% | $62,891-12.0% |
| Participation rate | 83.1% | 73.0%+10.1pp | 81.4%+1.7pp | 69.3%+13.8pp |
| Annual return | 8.27% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,530 | $2,883-12.2% | $4,617-45.2% | $2,281+10.9% |
| Participant deferral / active EE | $6,714 | $4,840+38.7% | $5,984+12.2% | $3,203+109.6% |
| Admin fee / account holder | $10,784 | $4,826+123.5% | $8,357+29.0% | $4,296+151.0% |