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 | $35,893 | $153,772-76.7% | $133,980-73.2% | $273,961-86.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 8.81% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,436 | $6,029-43.0% | $5,211-34.1% | $4,869-29.4% |
| Participant deferral / active EE | $7,170 | $6,958+3.0% | $6,282+14.1% | $5,287+35.6% |
| Admin fee / account holder | $393 | $11,765-96.7% | $9,324-95.8% | $10,132-96.1% |