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 | $95,046 | $135,952-30.1% | $123,892-23.3% | $273,961-65.3% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 5.69% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,209 | $5,170-57.3% | $4,617-52.1% | $4,869-54.6% |
| Participant deferral / active EE | $4,094 | $6,343-35.5% | $5,984-31.6% | $5,287-22.6% |
| Admin fee / account holder | $721 | $9,817-92.7% | $8,357-91.4% | $10,132-92.9% |