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 | $34,602 | $135,952-74.5% | $123,892-72.1% | $273,961-87.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 11.11% | 56.63%-45.5pp | 47.52%-36.4pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,380 | $5,170-73.3% | $4,617-70.1% | $4,869-71.7% |
| Participant deferral / active EE | $3,781 | $6,343-40.4% | $5,984-36.8% | $5,287-28.5% |
| Admin fee / account holder | $2,586 | $9,817-73.7% | $8,357-69.1% | $10,132-74.5% |