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 | $97,034 | $135,952-28.6% | $123,892-21.7% | $273,961-64.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.59% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $6,357 | $5,170+23.0% | $4,617+37.7% | $4,869+30.6% |
| Participant deferral / active EE | $5,480 | $6,343-13.6% | $5,984-8.4% | $5,287+3.6% |
| Admin fee / account holder | $827 | $9,817-91.6% | $8,357-90.1% | $10,132-91.8% |