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 | $58,383 | $90,503-35.5% | $78,689-25.8% | $273,961-78.7% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 17.73% | 75.60%-57.9pp | 62.18%-44.4pp | 41.45%-23.7pp |
| Employer contribution / active EE | $3,407 | $3,176+7.3% | $2,851+19.5% | $4,869-30.0% |
| Participant deferral / active EE | $5,062 | $3,901+29.8% | $3,517+43.9% | $5,287-4.2% |
| Admin fee / account holder | $14,519 | $5,263+175.9% | $4,510+221.9% | $10,132+43.3% |