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 | $75,216 | $135,952-44.7% | $123,892-39.3% | $273,961-72.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 10.92% | 56.63%-45.7pp | 47.52%-36.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,389 | $5,170-53.8% | $4,617-48.2% | $4,869-50.9% |
| Participant deferral / active EE | $9,731 | $6,343+53.4% | $5,984+62.6% | $5,287+84.1% |
| Admin fee / account holder | $1,256 | $9,817-87.2% | $8,357-85.0% | $10,132-87.6% |