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 | $40,878 | $135,952-69.9% | $123,892-67.0% | $273,961-85.1% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.94% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,900 | $5,170-63.2% | $4,617-58.8% | $4,869-61.0% |
| Participant deferral / active EE | $4,502 | $6,343-29.0% | $5,984-24.8% | $5,287-14.8% |
| Admin fee / account holder | $6,705 | $9,817-31.7% | $8,357-19.8% | $10,132-33.8% |