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 | $34,578 | $90,503-61.8% | $78,689-56.1% | $273,961-87.4% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 9.45% | 75.60%-66.2pp | 62.18%-52.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,748 | $3,176-45.0% | $2,851-38.7% | $4,869-64.1% |
| Participant deferral / active EE | $1,427 | $3,901-63.4% | $3,517-59.4% | $5,287-73.0% |
| Admin fee / account holder | $4,118 | $5,263-21.8% | $4,510-8.7% | $10,132-59.4% |