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 | $37,305 | $135,952-72.6% | $123,892-69.9% | $273,961-86.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.13% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,042 | $5,170-60.5% | $4,617-55.8% | $4,869-58.1% |
| Participant deferral / active EE | $5,913 | $6,343-6.8% | $5,984-1.2% | $5,287+11.8% |
| Admin fee / account holder | $476 | $9,817-95.1% | $8,357-94.3% | $10,132-95.3% |