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 5-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 | $31,044 | $167,484-81.5% | $151,611-79.5% | $134,475-76.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | 8.69% | 7.80%+0.9pp | 3.33%+5.4pp | 417.96%-409.3pp |
| Employer contribution / active EE | $7,752 | $6,829+13.5% | $6,166+25.7% | $4,740+63.5% |
| Participant deferral / active EE | $9,708 | $8,986+8.0% | $8,363+16.1% | $6,400+51.7% |
| Admin fee / account holder | $486 | $13,783-96.5% | $11,616-95.8% | $11,426-95.8% |