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 | $38,994 | $153,772-74.6% | $133,980-70.9% | $273,961-85.8% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.1%-0.7pp | 83.0%+3.3pp |
| Annual return | 6.34% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,397 | $6,029-76.8% | $5,211-73.2% | $4,869-71.3% |
| Participant deferral / active EE | $3,210 | $6,958-53.9% | $6,282-48.9% | $5,287-39.3% |
| Admin fee / account holder | $10,842 | $11,765-7.8% | $9,324+16.3% | $10,132+7.0% |