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 | $99,072 | $135,952-27.1% | $123,892-20.0% | $273,961-63.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 10.91% | 56.63%-45.7pp | 47.52%-36.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $3,291 | $5,170-36.3% | $4,617-28.7% | $4,869-32.4% |
| Participant deferral / active EE | $7,947 | $6,343+25.3% | $5,984+32.8% | $5,287+50.3% |
| Admin fee / account holder | $4,632 | $9,817-52.8% | $8,357-44.6% | $10,132-54.3% |