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 | $52,640 | $135,952-61.3% | $123,892-57.5% | $273,961-80.8% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.36% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,536 | $5,170-31.6% | $4,617-23.4% | $4,869-27.4% |
| Participant deferral / active EE | $3,460 | $6,343-45.4% | $5,984-42.2% | $5,287-34.6% |
| Admin fee / account holder | $1,304 | $9,817-86.7% | $8,357-84.4% | $10,132-87.1% |