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 | $85,198 | $135,952-37.3% | $123,892-31.2% | $273,961-68.9% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 6.97% | 56.63%-49.7pp | 47.52%-40.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,102 | $5,170-78.7% | $4,617-76.1% | $4,869-77.4% |
| Participant deferral / active EE | $4,998 | $6,343-21.2% | $5,984-16.5% | $5,287-5.5% |
| Admin fee / account holder | $300 | $9,817-96.9% | $8,357-96.4% | $10,132-97.0% |