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 | $32,860 | $135,952-75.8% | $123,892-73.5% | $273,961-88.0% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 10.30% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,948 | $5,170-43.0% | $4,617-36.1% | $4,869-39.4% |
| Participant deferral / active EE | $3,218 | $6,343-49.3% | $5,984-46.2% | $5,287-39.1% |
| Admin fee / account holder | $503 | $9,817-94.9% | $8,357-94.0% | $10,132-95.0% |