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 | $50,860 | $135,952-62.6% | $123,892-58.9% | $273,961-81.4% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 7.35% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,024 | $5,170-60.8% | $4,617-56.2% | $4,869-58.4% |
| Participant deferral / active EE | $3,566 | $6,343-43.8% | $5,984-40.4% | $5,287-32.5% |
| Admin fee / account holder | $8,354 | $9,817-14.9% | $8,3570% | $10,132-17.6% |