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 | $58,918 | $135,952-56.7% | $123,892-52.4% | $273,961-78.5% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 8.46% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,204 | $5,170-76.7% | $4,617-73.9% | $4,869-75.3% |
| Participant deferral / active EE | $3,476 | $6,343-45.2% | $5,984-41.9% | $5,287-34.3% |
| Admin fee / account holder | $8,325 | $9,817-15.2% | $8,357-0.4% | $10,132-17.8% |