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 | $108,530 | $135,952-20.2% | $123,892-12.4% | $273,961-60.4% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | 10.46% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,794 | $5,170-65.3% | $4,617-61.1% | $4,869-63.2% |
| Participant deferral / active EE | $6,970 | $6,343+9.9% | $5,984+16.5% | $5,287+31.8% |
| Admin fee / account holder | $1,374 | $9,817-86.0% | $8,357-83.6% | $10,132-86.4% |