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 | $96,093 | $135,952-29.3% | $123,892-22.4% | $273,961-64.9% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 7.28% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $12,857 | $5,170+148.7% | $4,617+178.5% | $4,869+164.1% |
| Participant deferral / active EE | $15,589 | $6,343+145.8% | $5,984+160.5% | $5,287+194.8% |
| Admin fee / account holder | $4,834 | $9,817-50.8% | $8,357-42.1% | $10,132-52.3% |