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 | $60,029 | $73,981-18.9% | $105,722-43.2% | $62,891-4.6% |
| Participation rate | 93.5% | 71.7%+21.9pp | 78.9%+14.6pp | 69.3%+24.2pp |
| Annual return | 7.60% | 17.60%-10.0pp | 12.25%-4.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,554 | $2,856-10.6% | $4,079-37.4% | $2,281+12.0% |
| Participant deferral / active EE | $4,636 | $4,038+14.8% | $5,326-13.0% | $3,203+44.7% |
| Admin fee / account holder | $10,324 | $5,976+72.7% | $8,308+24.3% | $4,296+140.3% |