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 | $37,292 | $77,634-52.0% | $156,549-76.2% | $62,891-40.7% |
| Participation rate | 75.9% | 71.2%+4.7pp | 84.0%-8.1pp | 69.3%+6.6pp |
| Annual return | 9.77% | 50.32%-40.6pp | 32.23%-22.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,767 | $3,444-48.7% | $5,501-67.9% | $2,281-22.5% |
| Participant deferral / active EE | $3,160 | $3,045+3.8% | $4,871-35.1% | $3,203-1.3% |
| Admin fee / account holder | $7,458 | $5,561+34.1% | $13,027-42.8% | $4,296+73.6% |