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 | $101,620 | $181,894-44.1% | $156,549-35.1% | $273,961-62.9% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 8.26% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,861 | $6,248+9.8% | $5,501+24.7% | $4,869+40.9% |
| Participant deferral / active EE | $5,538 | $5,550-0.2% | $4,871+13.7% | $5,287+4.8% |
| Admin fee / account holder | $688 | $15,559-95.6% | $13,027-94.7% | $10,132-93.2% |