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 | $86,839 | $135,952-36.1% | $123,892-29.9% | $273,961-68.3% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 8.04% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $5,217 | $5,170+0.9% | $4,617+13.0% | $4,869+7.2% |
| Participant deferral / active EE | $7,390 | $6,343+16.5% | $5,984+23.5% | $5,287+39.8% |
| Admin fee / account holder | $692 | $9,817-92.9% | $8,357-91.7% | $10,132-93.2% |