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 | $86,682 | $93,071-6.9% | $74,583+16.2% | $273,961-68.4% |
| Participation rate | 85.0% | 74.9%+10.1pp | 68.1%+16.9pp | 83.0%+2.0pp |
| Annual return | 8.64% | 26.18%-17.5pp | 20.47%-11.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,108 | $3,160-64.9% | $2,525-56.1% | $4,869-77.2% |
| Participant deferral / active EE | $8,914 | $4,160+114.3% | $3,458+157.8% | $5,287+68.6% |
| Admin fee / account holder | $984 | $5,272-81.3% | $4,138-76.2% | $10,132-90.3% |