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 | $35,230 | $135,952-74.1% | $123,892-71.6% | $273,961-87.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 6.26% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,903 | $5,170-24.5% | $4,617-15.5% | $4,869-19.8% |
| Participant deferral / active EE | $5,701 | $6,343-10.1% | $5,984-4.7% | $5,287+7.8% |
| Admin fee / account holder | $1,042 | $9,817-89.4% | $8,357-87.5% | $10,132-89.7% |