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 | $91,535 | $135,952-32.7% | $123,892-26.1% | $273,961-66.6% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 7.63% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,086 | $5,170-21.0% | $4,617-11.5% | $4,869-16.1% |
| Participant deferral / active EE | $8,098 | $6,343+27.7% | $5,984+35.3% | $5,287+53.2% |
| Admin fee / account holder | $20,291 | $9,817+106.7% | $8,357+142.8% | $10,132+100.3% |