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 | $56,039 | $135,952-58.8% | $123,892-54.8% | $273,961-79.5% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.68% | 56.63%-50.0pp | 47.52%-40.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,805 | $5,170-65.1% | $4,617-60.9% | $4,869-62.9% |
| Participant deferral / active EE | $4,412 | $6,343-30.4% | $5,984-26.3% | $5,287-16.6% |
| Admin fee / account holder | $1,881 | $9,817-80.8% | $8,357-77.5% | $10,132-81.4% |