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 | $38,280 | $136,307-71.9% | $106,619-64.1% | $273,961-86.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 78.0%+7.7pp | 83.0%+2.7pp |
| Annual return | 8.29% | 11.05%-2.8pp | 9.42%-1.1pp | 41.45%-33.2pp |
| Employer contribution / active EE | $5,803 | $5,190+11.8% | $3,947+47.0% | $4,869+19.2% |
| Participant deferral / active EE | $8,602 | $4,969+73.1% | $3,930+118.9% | $5,287+62.7% |
| Admin fee / account holder | $874 | $8,625-89.9% | $6,418-86.4% | $10,132-91.4% |