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 | $53,837 | $135,952-60.4% | $123,892-56.5% | $273,961-80.3% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 7.49% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,312 | $5,170-55.3% | $4,617-49.9% | $4,869-52.5% |
| Participant deferral / active EE | $5,727 | $6,343-9.7% | $5,984-4.3% | $5,287+8.3% |
| Admin fee / account holder | $7,853 | $9,817-20.0% | $8,357-6.0% | $10,132-22.5% |