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 | $89,987 | $135,952-33.8% | $123,892-27.4% | $273,961-67.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 9.61% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,198 | $5,170-57.5% | $4,617-52.4% | $4,869-54.9% |
| Participant deferral / active EE | $3,161 | $6,343-50.2% | $5,984-47.2% | $5,287-40.2% |
| Admin fee / account holder | $10,134 | $9,817+3.2% | $8,357+21.3% | $10,1320% |