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 | $100,453 | $135,952-26.1% | $123,892-18.9% | $273,961-63.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 7.44% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,537 | $5,170-31.6% | $4,617-23.4% | $4,869-27.4% |
| Participant deferral / active EE | $7,408 | $6,343+16.8% | $5,984+23.8% | $5,287+40.1% |
| Admin fee / account holder | $8,514 | $9,817-13.3% | $8,357+1.9% | $10,132-16.0% |