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 9-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 | $34,317 | $135,952-74.8% | $123,892-72.3% | $273,961-87.5% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 8.03% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $6,049 | $5,170+17.0% | $4,617+31.0% | $4,869+24.2% |
| Participant deferral / active EE | $4,629 | $6,343-27.0% | $5,984-22.6% | $5,287-12.4% |
| Admin fee / account holder | $374 | $9,817-96.2% | $8,357-95.5% | $10,132-96.3% |