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 | $51,104 | $135,952-62.4% | $123,892-58.8% | $273,961-81.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 6.95% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,463 | $5,170-33.0% | $4,617-25.0% | $4,869-28.9% |
| Participant deferral / active EE | $7,258 | $6,343+14.4% | $5,984+21.3% | $5,287+37.3% |
| Admin fee / account holder | $1,055 | $9,817-89.3% | $8,357-87.4% | $10,132-89.6% |