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 | $58,846 | $135,952-56.7% | $123,892-52.5% | $273,961-78.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 9.16% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $8,782 | $5,170+69.9% | $4,617+90.2% | $4,869+80.4% |
| Participant deferral / active EE | $7,021 | $6,343+10.7% | $5,984+17.3% | $5,287+32.8% |
| Admin fee / account holder | $1,040 | $9,817-89.4% | $8,357-87.6% | $10,132-89.7% |