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 | $34,052 | $49,227-30.8% | $70,449-51.7% | $79,858-57.4% |
| Participation rate | 78.9% | 69.2%+9.8pp | 75.1%+3.9pp | 69.6%+9.3pp |
| Annual return | 6.19% | 30.06%-23.9pp | 109.03%-102.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,491 | $2,099-29.0% | $2,737-45.5% | $2,471-39.7% |
| Participant deferral / active EE | $3,379 | $2,768+22.1% | $3,709-8.9% | $3,740-9.6% |
| Admin fee / account holder | $2,806 | $2,878-2.5% | $3,845-27.0% | $5,306-47.1% |