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 | $115,287 | $135,952-15.2% | $123,892-6.9% | $273,961-57.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 6.72% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $5,779 | $5,170+11.8% | $4,617+25.2% | $4,869+18.7% |
| Participant deferral / active EE | $6,621 | $6,343+4.4% | $5,984+10.6% | $5,287+25.2% |
| Admin fee / account holder | $9,470 | $9,817-3.5% | $8,357+13.3% | $10,132-6.5% |