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 | $23,690 | $104,251-77.3% | $91,001-74.0% | $147,584-83.9% |
| Participation rate | 81.0% | 78.2%+2.7pp | 75.6%+5.4pp | 82.8%-1.9pp |
| Annual return | 13.69% | 27.06%-13.4pp | 4.60%+9.1pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,555 | $3,116-50.1% | $2,456-36.7% | $4,876-68.1% |
| Participant deferral / active EE | $3,392 | $4,195-19.1% | $3,547-4.4% | $5,439-37.6% |
| Admin fee / account holder | $1,037 | $8,948-88.4% | $5,417-80.9% | $10,885-90.5% |