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 | $111,542 | $135,952-18.0% | $123,892-10.0% | $273,961-59.3% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 18.03% | 56.63%-38.6pp | 47.52%-29.5pp | 41.45%-23.4pp |
| Employer contribution / active EE | $2,465 | $5,170-52.3% | $4,617-46.6% | $4,869-49.4% |
| Participant deferral / active EE | $7,364 | $6,343+16.1% | $5,984+23.1% | $5,287+39.3% |
| Admin fee / account holder | $4,017 | $9,817-59.1% | $8,357-51.9% | $10,132-60.4% |