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 | $37,598 | $104,251-63.9% | $91,001-58.7% | $147,584-74.5% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.6%+16.7pp | 82.8%+9.5pp |
| Annual return | 15.21% | 27.06%-11.8pp | 4.60%+10.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,504 | $3,116+12.5% | $2,456+42.7% | $4,876-28.1% |
| Participant deferral / active EE | $5,538 | $4,195+32.0% | $3,547+56.1% | $5,439+1.8% |
| Admin fee / account holder | $7,051 | $8,948-21.2% | $5,417+30.2% | $10,885-35.2% |