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 | $46,001 | $135,952-66.2% | $123,892-62.9% | $273,961-83.2% |
| Participation rate | 87.0% | 84.1%+2.9pp | 81.4%+5.5pp | 83.0%+3.9pp |
| Annual return | 8.26% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,312 | $5,170-55.3% | $4,617-49.9% | $4,869-52.5% |
| Participant deferral / active EE | $3,414 | $6,343-46.2% | $5,984-42.9% | $5,287-35.4% |
| Admin fee / account holder | $3,262 | $9,817-66.8% | $8,357-61.0% | $10,132-67.8% |