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 | $37,567 | $215,361-82.6% | $171,082-78.0% | $273,961-86.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.67% | 25.14%-14.5pp | 32.56%-21.9pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,619 | $4,967-67.4% | $4,002-59.5% | $4,869-66.7% |
| Participant deferral / active EE | $5,776 | $5,543+4.2% | $4,797+20.4% | $5,287+9.2% |
| Admin fee / account holder | $433 | $10,846-96.0% | $8,520-94.9% | $10,132-95.7% |