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 | $81,456 | $135,952-40.1% | $123,892-34.3% | $273,961-70.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 5.74% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,451 | $5,170-71.9% | $4,617-68.6% | $4,869-70.2% |
| Participant deferral / active EE | $6,170 | $6,343-2.7% | $5,984+3.1% | $5,287+16.7% |
| Admin fee / account holder | $366 | $9,817-96.3% | $8,357-95.6% | $10,132-96.4% |