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 | $40,044 | $135,952-70.5% | $123,892-67.7% | $273,961-85.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 7.86% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,360 | $5,170-54.3% | $4,617-48.9% | $4,869-51.5% |
| Participant deferral / active EE | $5,235 | $6,343-17.5% | $5,984-12.5% | $5,287-1.0% |
| Admin fee / account holder | $1,509 | $9,817-84.6% | $8,357-81.9% | $10,132-85.1% |