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 | $96,154 | $135,952-29.3% | $123,892-22.4% | $273,961-64.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 7.78% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $8,878 | $5,170+71.7% | $4,617+92.3% | $4,869+82.3% |
| Participant deferral / active EE | $7,510 | $6,343+18.4% | $5,984+25.5% | $5,287+42.0% |
| Admin fee / account holder | $770 | $9,817-92.2% | $8,357-90.8% | $10,132-92.4% |