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 | $32,973 | $81,248-59.4% | $155,509-78.8% | $80,856-59.2% |
| Participation rate | 97.0% | 66.2%+30.8pp | 78.2%+18.8pp | 67.6%+29.4pp |
| Annual return | 11.89% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,433 | $3,100-21.5% | $4,672-47.9% | $2,755-11.7% |
| Participant deferral / active EE | $2,588 | $3,452-25.0% | $5,626-54.0% | $4,296-39.8% |
| Admin fee / account holder | $3,025 | $7,997-62.2% | $15,912-81.0% | $6,918-56.3% |