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 | $192,881 | $135,952+41.9% | $123,892+55.7% | $273,961-29.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 8.65% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,990 | $5,170-61.5% | $4,617-56.9% | $4,869-59.1% |
| Participant deferral / active EE | $4,037 | $6,343-36.4% | $5,984-32.5% | $5,287-23.6% |
| Admin fee / account holder | $663 | $9,817-93.3% | $8,357-92.1% | $10,132-93.5% |