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 | $104,890 | $135,952-22.8% | $123,892-15.3% | $273,961-61.7% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 13.65% | 56.63%-43.0pp | 47.52%-33.9pp | 41.45%-27.8pp |
| Employer contribution / active EE | $1,729 | $5,170-66.6% | $4,617-62.6% | $4,869-64.5% |
| Participant deferral / active EE | $7,947 | $6,343+25.3% | $5,984+32.8% | $5,287+50.3% |
| Admin fee / account holder | $2,304 | $9,817-76.5% | $8,357-72.4% | $10,132-77.3% |