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 | $61,866 | $93,071-33.5% | $74,583-17.1% | $273,961-77.4% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 7.36% | 26.18%-18.8pp | 20.47%-13.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,087 | $3,160-2.3% | $2,525+22.3% | $4,869-36.6% |
| Participant deferral / active EE | $5,435 | $4,160+30.7% | $3,458+57.2% | $5,287+2.8% |
| Admin fee / account holder | $432 | $5,272-91.8% | $4,138-89.6% | $10,132-95.7% |