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 | $60,935 | $135,952-55.2% | $123,892-50.8% | $273,961-77.8% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 9.01% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,412 | $5,170-53.3% | $4,617-47.8% | $4,869-50.5% |
| Participant deferral / active EE | $4,251 | $6,343-33.0% | $5,984-29.0% | $5,287-19.6% |
| Admin fee / account holder | $666 | $9,817-93.2% | $8,357-92.0% | $10,132-93.4% |