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 | $95,335 | $162,781-41.4% | $133,956-28.8% | $158,922-40.0% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 7.56% | 41.94%-34.4pp | 45.09%-37.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,799 | $4,975-63.8% | $3,919-54.1% | $4,761-62.2% |
| Participant deferral / active EE | $3,585 | $5,911-39.4% | $5,048-29.0% | $5,982-40.1% |
| Admin fee / account holder | $757 | $11,736-93.6% | $8,927-91.5% | $11,246-93.3% |