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 | $69,975 | $211,958-67.0% | $169,463-58.7% | $135,375-48.3% |
| Participation rate | 86.7% | 82.6%+4.0pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | 2.11% | 3.26%-1.2pp | 1.83%+0.3pp | 519.73%-517.6pp |
| Employer contribution / active EE | $5,554 | $5,120+8.5% | $4,159+33.5% | $4,779+16.2% |
| Participant deferral / active EE | $10,838 | $6,075+78.4% | $5,277+105.4% | $5,609+93.2% |
| Admin fee / account holder | $736 | $11,471-93.6% | $9,109-91.9% | $10,827-93.2% |