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 | $15,422 | $90,503-83.0% | $78,689-80.4% | $273,961-94.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 10.74% | 75.60%-64.9pp | 62.18%-51.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $3,200 | $3,176+0.8% | $2,851+12.3% | $4,869-34.3% |
| Participant deferral / active EE | $5,559 | $3,901+42.5% | $3,517+58.1% | $5,287+5.1% |
| Admin fee / account holder | $340 | $5,263-93.5% | $4,510-92.5% | $10,132-96.6% |