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 | $35,923 | $117,983-69.6% | $101,794-64.7% | $142,382-74.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 16.40% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $552 | $2,773-80.1% | $2,289-75.9% | $4,299-87.2% |
| Participant deferral / active EE | $4,285 | $4,714-9.1% | $4,084+4.9% | $6,507-34.2% |
| Admin fee / account holder | $4,843 | $10,433-53.6% | $8,777-44.8% | $12,624-61.6% |