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 | $89,677 | $135,952-34.0% | $123,892-27.6% | $273,961-67.3% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | 6.55% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,672 | $5,170-29.0% | $4,617-20.5% | $4,869-24.6% |
| Participant deferral / active EE | $7,382 | $6,343+16.4% | $5,984+23.4% | $5,287+39.6% |
| Admin fee / account holder | $12,934 | $9,817+31.8% | $8,357+54.8% | $10,132+27.7% |