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 | $112,054 | $96,557+16.0% | $80,975+38.4% | $273,961-59.1% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 7.39% | 15.14%-7.7pp | 17.10%-9.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,676 | $4,868-45.0% | $3,714-28.0% | $4,869-45.0% |
| Participant deferral / active EE | $3,429 | $6,598-48.0% | $5,696-39.8% | $5,287-35.1% |
| Admin fee / account holder | $880 | $7,492-88.3% | $5,516-84.0% | $10,132-91.3% |