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 | $33,788 | $72,277-53.3% | $101,248-66.6% | $79,858-57.7% |
| Participation rate | 74.6% | 68.5%+6.1pp | 75.8%-1.2pp | 69.6%+5.0pp |
| Annual return | 20.91% | 22.30%-1.4pp | 46.47%-25.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,388 | $2,692-11.3% | $3,660-34.7% | $2,471-3.3% |
| Participant deferral / active EE | $4,353 | $3,282+32.6% | $4,370-0.4% | $3,740+16.4% |
| Admin fee / account holder | $906 | $4,400-79.4% | $5,945-84.8% | $5,306-82.9% |