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 | $144,083 | $215,361-33.1% | $171,082-15.8% | $273,961-47.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 3.92% | 25.14%-21.2pp | 32.56%-28.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,703 | $4,967-45.6% | $4,002-32.4% | $4,869-44.5% |
| Participant deferral / active EE | $7,819 | $5,543+41.1% | $4,797+63.0% | $5,287+47.9% |
| Admin fee / account holder | $28,580 | $10,846+163.5% | $8,520+235.5% | $10,132+182.1% |