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 | $85,872 | $135,952-36.8% | $123,892-30.7% | $273,961-68.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 9.66% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,412 | $5,170-53.3% | $4,617-47.7% | $4,869-50.4% |
| Participant deferral / active EE | $5,459 | $6,343-13.9% | $5,984-8.8% | $5,287+3.2% |
| Admin fee / account holder | $6,197 | $9,817-36.9% | $8,357-25.8% | $10,132-38.8% |