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 | $34,941 | $77,634-55.0% | $156,549-77.7% | $62,891-44.4% |
| Participation rate | 76.9% | 71.2%+5.7pp | 84.0%-7.1pp | 69.3%+7.6pp |
| Annual return | 7.58% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $712 | $3,444-79.3% | $5,501-87.1% | $2,281-68.8% |
| Participant deferral / active EE | $2,995 | $3,045-1.7% | $4,871-38.5% | $3,203-6.5% |
| Admin fee / account holder | $3,780 | $5,561-32.0% | $13,027-71.0% | $4,296-12.0% |