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 | $59,814 | $135,952-56.0% | $123,892-51.7% | $273,961-78.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 7.68% | 56.63%-49.0pp | 47.52%-39.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $5,824 | $5,170+12.6% | $4,617+26.1% | $4,869+19.6% |
| Participant deferral / active EE | $2,250 | $6,343-64.5% | $5,984-62.4% | $5,287-57.4% |
| Admin fee / account holder | $717 | $9,817-92.7% | $8,357-91.4% | $10,132-92.9% |