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 | $49,614 | $135,952-63.5% | $123,892-60.0% | $273,961-81.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 7.93% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,602 | $5,170-49.7% | $4,617-43.6% | $4,869-46.6% |
| Participant deferral / active EE | $5,515 | $6,343-13.0% | $5,984-7.8% | $5,287+4.3% |
| Admin fee / account holder | $7,228 | $9,817-26.4% | $8,357-13.5% | $10,132-28.7% |