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 | $38,260 | $135,952-71.9% | $123,892-69.1% | $273,961-86.0% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 6.80% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,883 | $5,170-44.2% | $4,617-37.5% | $4,869-40.8% |
| Participant deferral / active EE | $5,833 | $6,343-8.0% | $5,984-2.5% | $5,287+10.3% |
| Admin fee / account holder | $1,196 | $9,817-87.8% | $8,357-85.7% | $10,132-88.2% |