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 | $42,741 | $181,894-76.5% | $156,549-72.7% | $273,961-84.4% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 10.50% | 30.74%-20.2pp | 32.23%-21.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $8,026 | $6,248+28.5% | $5,501+45.9% | $4,869+64.9% |
| Participant deferral / active EE | $4,273 | $5,550-23.0% | $4,871-12.3% | $5,287-19.2% |
| Admin fee / account holder | $725 | $15,559-95.3% | $13,027-94.4% | $10,132-92.8% |