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 | $62,509 | $90,503-30.9% | $78,689-20.6% | $273,961-77.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.71% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,853 | $3,176-41.7% | $2,851-35.0% | $4,869-61.9% |
| Participant deferral / active EE | $4,907 | $3,901+25.8% | $3,517+39.5% | $5,287-7.2% |
| Admin fee / account holder | $347 | $5,263-93.4% | $4,510-92.3% | $10,132-96.6% |