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 | $35,157 | $181,894-80.7% | $156,549-77.5% | $273,961-87.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.12% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,388 | $6,248-77.8% | $5,501-74.8% | $4,869-71.5% |
| Participant deferral / active EE | $5,366 | $5,550-3.3% | $4,871+10.2% | $5,287+1.5% |
| Admin fee / account holder | $334 | $15,559-97.9% | $13,027-97.4% | $10,132-96.7% |