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 | $32,671 | $181,894-82.0% | $156,549-79.1% | $273,961-88.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.09% | 30.74%-22.6pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,869 | $6,248-38.1% | $5,501-29.7% | $4,869-20.5% |
| Participant deferral / active EE | $10,079 | $5,550+81.6% | $4,871+106.9% | $5,287+90.6% |
| Admin fee / account holder | $2,157 | $15,559-86.1% | $13,027-83.4% | $10,132-78.7% |