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 | $34,532 | $117,983-70.7% | $101,794-66.1% | $142,382-75.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 10.80% | 36.92%-26.1pp | 30.53%-19.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,256 | $2,773-54.7% | $2,289-45.1% | $4,299-70.8% |
| Participant deferral / active EE | $3,655 | $4,714-22.5% | $4,084-10.5% | $6,507-43.8% |
| Admin fee / account holder | $15,860 | $10,433+52.0% | $8,777+80.7% | $12,624+25.6% |