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 | $84,782 | $99,341-14.7% | $84,7500% | $273,961-69.1% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 8.99% | 22.93%-13.9pp | 22.78%-13.8pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,528 | $4,214-16.3% | $3,574-1.3% | $4,869-27.5% |
| Participant deferral / active EE | $7,554 | $4,269+76.9% | $3,712+103.5% | $5,287+42.9% |
| Admin fee / account holder | $14,396 | $6,644+116.7% | $5,332+170.0% | $10,132+42.1% |