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 | $42,745 | $135,952-68.6% | $123,892-65.5% | $273,961-84.4% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 8.41% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,116 | $5,170-20.4% | $4,617-10.8% | $4,869-15.5% |
| Participant deferral / active EE | $9,019 | $6,343+42.2% | $5,984+50.7% | $5,287+70.6% |
| Admin fee / account holder | $3,387 | $9,817-65.5% | $8,357-59.5% | $10,132-66.6% |