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 | $23,641 | $135,952-82.6% | $123,892-80.9% | $273,961-91.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.25% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,566 | $5,170-69.7% | $4,617-66.1% | $4,869-67.8% |
| Participant deferral / active EE | $3,989 | $6,343-37.1% | $5,984-33.3% | $5,287-24.5% |
| Admin fee / account holder | $1,476 | $9,817-85.0% | $8,357-82.3% | $10,132-85.4% |