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 | $25,098 | $135,952-81.5% | $123,892-79.7% | $273,961-90.8% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 7.76% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,932 | $5,170-23.9% | $4,617-14.8% | $4,869-19.2% |
| Participant deferral / active EE | $6,412 | $6,343+1.1% | $5,984+7.1% | $5,287+21.3% |
| Admin fee / account holder | $657 | $9,817-93.3% | $8,357-92.1% | $10,132-93.5% |