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 | $55,386 | $90,503-38.8% | $78,689-29.6% | $273,961-79.8% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 5.83% | 75.60%-69.8pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,284 | $3,176+3.4% | $2,851+15.2% | $4,869-32.5% |
| Participant deferral / active EE | $5,656 | $3,901+45.0% | $3,517+60.8% | $5,287+7.0% |
| Admin fee / account holder | $5,568 | $5,263+5.8% | $4,510+23.5% | $10,132-45.0% |