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 | $62,317 | $135,952-54.2% | $123,892-49.7% | $273,961-77.3% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 6.41% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,875 | $5,170-63.7% | $4,617-59.4% | $4,869-61.5% |
| Participant deferral / active EE | $6,130 | $6,343-3.4% | $5,984+2.4% | $5,287+15.9% |
| Admin fee / account holder | $1,405 | $9,817-85.7% | $8,357-83.2% | $10,132-86.1% |