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 | $70,390 | $90,503-22.2% | $78,689-10.5% | $273,961-74.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 8.45% | 75.60%-67.2pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,548 | $3,176-19.8% | $2,851-10.6% | $4,869-47.7% |
| Participant deferral / active EE | $5,837 | $3,901+49.6% | $3,517+66.0% | $5,287+10.4% |
| Admin fee / account holder | $637 | $5,263-87.9% | $4,510-85.9% | $10,132-93.7% |