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 9-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 | $88,315 | $135,952-35.0% | $123,892-28.7% | $273,961-67.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.70% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,901 | $5,170-43.9% | $4,617-37.2% | $4,869-40.4% |
| Participant deferral / active EE | $6,560 | $6,343+3.4% | $5,984+9.6% | $5,287+24.1% |
| Admin fee / account holder | $5,853 | $9,817-40.4% | $8,357-30.0% | $10,132-42.2% |