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 | $86,126 | $135,952-36.7% | $123,892-30.5% | $273,961-68.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 4.88% | 56.63%-51.8pp | 47.52%-42.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,347 | $5,170-74.0% | $4,617-70.8% | $4,869-72.3% |
| Participant deferral / active EE | $7,050 | $6,343+11.2% | $5,984+17.8% | $5,287+33.3% |
| Admin fee / account holder | $385 | $9,817-96.1% | $8,357-95.4% | $10,132-96.2% |