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 | $96,517 | $135,952-29.0% | $123,892-22.1% | $273,961-64.8% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 16.55% | 56.63%-40.1pp | 47.52%-31.0pp | 41.45%-24.9pp |
| Employer contribution / active EE | $3,804 | $5,170-26.4% | $4,617-17.6% | $4,869-21.9% |
| Participant deferral / active EE | $9,201 | $6,343+45.1% | $5,984+53.8% | $5,287+74.0% |
| Admin fee / account holder | $3,172 | $9,817-67.7% | $8,357-62.0% | $10,132-68.7% |