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 | $48,373 | $181,894-73.4% | $156,549-69.1% | $273,961-82.3% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 6.83% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,900 | $6,248-69.6% | $5,501-65.5% | $4,869-61.0% |
| Participant deferral / active EE | $4,697 | $5,550-15.4% | $4,871-3.6% | $5,287-11.2% |
| Admin fee / account holder | $373 | $15,559-97.6% | $13,027-97.1% | $10,132-96.3% |