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 | $93,209 | $135,952-31.4% | $123,892-24.8% | $273,961-66.0% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 4.84% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,155 | $5,170-58.3% | $4,617-53.3% | $4,869-55.7% |
| Participant deferral / active EE | $6,670 | $6,343+5.2% | $5,984+11.5% | $5,287+26.2% |
| Admin fee / account holder | $2,504 | $9,817-74.5% | $8,357-70.0% | $10,132-75.3% |