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 | $88,812 | $135,952-34.7% | $123,892-28.3% | $273,961-67.6% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 4.21% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,775 | $5,170-65.7% | $4,617-61.6% | $4,869-63.5% |
| Participant deferral / active EE | $2,098 | $6,343-66.9% | $5,984-64.9% | $5,287-60.3% |
| Admin fee / account holder | $14,222 | $9,817+44.9% | $8,357+70.2% | $10,132+40.4% |