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 | $40,791 | $153,772-73.5% | $133,980-69.6% | $273,961-85.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 9.39% | 36.51%-27.1pp | 29.30%-19.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,019 | $6,029-66.5% | $5,211-61.3% | $4,869-58.5% |
| Participant deferral / active EE | $6,860 | $6,958-1.4% | $6,282+9.2% | $5,287+29.7% |
| Admin fee / account holder | $870 | $11,765-92.6% | $9,324-90.7% | $10,132-91.4% |