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 | $86,194 | $135,952-36.6% | $123,892-30.4% | $273,961-68.5% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | 8.93% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $942 | $5,170-81.8% | $4,617-79.6% | $4,869-80.6% |
| Participant deferral / active EE | $3,788 | $6,343-40.3% | $5,984-36.7% | $5,287-28.4% |
| Admin fee / account holder | $7,901 | $9,817-19.5% | $8,357-5.5% | $10,132-22.0% |