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 | $48,665 | $135,952-64.2% | $123,892-60.7% | $273,961-82.2% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 7.47% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,291 | $5,170-36.3% | $4,617-28.7% | $4,869-32.4% |
| Participant deferral / active EE | $8,467 | $6,343+33.5% | $5,984+41.5% | $5,287+60.1% |
| Admin fee / account holder | $431 | $9,817-95.6% | $8,357-94.8% | $10,132-95.7% |