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 | $81,155 | $135,952-40.3% | $123,892-34.5% | $273,961-70.4% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 8.64% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,210 | $5,170-57.3% | $4,617-52.1% | $4,869-54.6% |
| Participant deferral / active EE | $4,807 | $6,343-24.2% | $5,984-19.7% | $5,287-9.1% |
| Admin fee / account holder | $12,903 | $9,817+31.4% | $8,357+54.4% | $10,132+27.4% |