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 | $65,780 | $135,952-51.6% | $123,892-46.9% | $273,961-76.0% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 7.01% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,601 | $5,170-30.3% | $4,617-22.0% | $4,869-26.0% |
| Participant deferral / active EE | $7,645 | $6,343+20.5% | $5,984+27.8% | $5,287+44.6% |
| Admin fee / account holder | $1,509 | $9,817-84.6% | $8,357-81.9% | $10,132-85.1% |