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 | $51,483 | $135,952-62.1% | $123,892-58.4% | $273,961-81.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 6.71% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,700 | $5,170-67.1% | $4,617-63.2% | $4,869-65.1% |
| Participant deferral / active EE | $2,206 | $6,343-65.2% | $5,984-63.1% | $5,287-58.3% |
| Admin fee / account holder | $502 | $9,817-94.9% | $8,357-94.0% | $10,132-95.0% |