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 | $96,477 | $135,952-29.0% | $123,892-22.1% | $273,961-64.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 14.53% | 56.63%-42.1pp | 47.52%-33.0pp | 41.45%-26.9pp |
| Employer contribution / active EE | $3,343 | $5,170-35.3% | $4,617-27.6% | $4,869-31.3% |
| Participant deferral / active EE | $6,456 | $6,343+1.8% | $5,984+7.9% | $5,287+22.1% |
| Admin fee / account holder | $6,321 | $9,817-35.6% | $8,357-24.4% | $10,132-37.6% |