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 | $32,219 | $96,557-66.6% | $80,975-60.2% | $273,961-88.2% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 7.51% | 15.14%-7.6pp | 17.10%-9.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,360 | $4,868-31.0% | $3,714-9.5% | $4,869-31.0% |
| Participant deferral / active EE | $7,144 | $6,598+8.3% | $5,696+25.4% | $5,287+35.1% |
| Admin fee / account holder | $1,967 | $7,492-73.8% | $5,516-64.3% | $10,132-80.6% |