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 | $30,319 | $135,952-77.7% | $123,892-75.5% | $273,961-88.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 5.32% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,288 | $5,170-75.1% | $4,617-72.1% | $4,869-73.5% |
| Participant deferral / active EE | $3,660 | $6,343-42.3% | $5,984-38.8% | $5,287-30.8% |
| Admin fee / account holder | $443 | $9,817-95.5% | $8,357-94.7% | $10,132-95.6% |