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 | $36,514 | $153,772-76.3% | $133,980-72.7% | $273,961-86.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 7.31% | 36.51%-29.2pp | 29.30%-22.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,150 | $6,029-64.3% | $5,211-58.7% | $4,869-55.8% |
| Participant deferral / active EE | $5,984 | $6,958-14.0% | $6,282-4.7% | $5,287+13.2% |
| Admin fee / account holder | $800 | $11,765-93.2% | $9,324-91.4% | $10,132-92.1% |