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 | $68,935 | $135,952-49.3% | $123,892-44.4% | $273,961-74.8% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 6.38% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,047 | $5,170-41.1% | $4,617-34.0% | $4,869-37.4% |
| Participant deferral / active EE | $8,838 | $6,343+39.3% | $5,984+47.7% | $5,287+67.2% |
| Admin fee / account holder | $20,486 | $9,817+108.7% | $8,357+145.1% | $10,132+102.2% |