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 | $32,795 | $135,952-75.9% | $123,892-73.5% | $273,961-88.0% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 9.72% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $5,073 | $5,170-1.9% | $4,617+9.9% | $4,869+4.2% |
| Participant deferral / active EE | $12,561 | $6,343+98.0% | $5,984+109.9% | $5,287+137.6% |
| Admin fee / account holder | $5,683 | $9,817-42.1% | $8,357-32.0% | $10,132-43.9% |