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 | $32,352 | $81,248-60.2% | $155,509-79.2% | $80,856-60.0% |
| Participation rate | 98.0% | 66.2%+31.7pp | 78.2%+19.8pp | 67.6%+30.3pp |
| Annual return | 17.74% | 33.31%-15.6pp | 64.67%-46.9pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,149 | $3,100+1.6% | $4,672-32.6% | $2,755+14.3% |
| Participant deferral / active EE | $1,514 | $3,452-56.1% | $5,626-73.1% | $4,296-64.7% |
| Admin fee / account holder | $382 | $7,997-95.2% | $15,912-97.6% | $6,918-94.5% |