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 | $61,792 | $135,952-54.5% | $123,892-50.1% | $273,961-77.4% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 7.15% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,746 | $5,170-66.2% | $4,617-62.2% | $4,869-64.1% |
| Participant deferral / active EE | $3,851 | $6,343-39.3% | $5,984-35.6% | $5,287-27.2% |
| Admin fee / account holder | $895 | $9,817-90.9% | $8,357-89.3% | $10,132-91.2% |