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 | $108,832 | $132,239-17.7% | $105,722+2.9% | $273,961-60.3% |
| Participation rate | 93.3% | 83.2%+10.1pp | 78.9%+14.4pp | 83.0%+10.3pp |
| Annual return | 8.25% | 10.07%-1.8pp | 12.25%-4.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,031 | $4,867-37.7% | $4,079-25.7% | $4,869-37.7% |
| Participant deferral / active EE | $8,418 | $6,233+35.0% | $5,326+58.1% | $5,287+59.2% |
| Admin fee / account holder | $716 | $12,032-94.1% | $8,308-91.4% | $10,132-92.9% |