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 | $97,955 | $148,978-34.2% | $200,582-51.2% | $84,808+15.5% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 17.30% | 28.16%-10.9pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,268 | $4,815+9.4% | $6,419-17.9% | $2,631+100.2% |
| Participant deferral / active EE | $8,651 | $7,142+21.1% | $9,331-7.3% | $4,212+105.4% |
| Admin fee / account holder | $481 | $13,977-96.6% | $16,305-97.0% | $7,344-93.4% |