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 | $39,279 | $112,729-65.2% | $98,716-60.2% | $137,256-71.4% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.3%+3.4pp | 80.0%-7.2pp |
| Annual return | 12.06% | 38.48%-26.4pp | 31.81%-19.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,127 | $2,725-58.6% | $2,279-50.5% | $4,156-72.9% |
| Participant deferral / active EE | $1,678 | $4,640-63.8% | $4,048-58.5% | $6,407-73.8% |
| Admin fee / account holder | $16,890 | $10,129+66.8% | $8,703+94.1% | $12,270+37.7% |