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 | $30,082 | $135,952-77.9% | $123,892-75.7% | $273,961-89.0% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 6.58% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,015 | $5,170-80.4% | $4,617-78.0% | $4,869-79.2% |
| Participant deferral / active EE | $3,892 | $6,343-38.6% | $5,984-35.0% | $5,287-26.4% |
| Admin fee / account holder | $2,947 | $9,817-70.0% | $8,357-64.7% | $10,132-70.9% |