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 | $41,733 | $135,952-69.3% | $123,892-66.3% | $273,961-84.8% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 5.91% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,410 | $5,170-34.0% | $4,617-26.1% | $4,869-30.0% |
| Participant deferral / active EE | $7,604 | $6,343+19.9% | $5,984+27.1% | $5,287+43.8% |
| Admin fee / account holder | $7,757 | $9,817-21.0% | $8,357-7.2% | $10,132-23.4% |