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 | $33,847 | $76,552-55.8% | $123,892-72.7% | $62,891-46.2% |
| Participation rate | 91.0% | 73.0%+18.1pp | 81.4%+9.6pp | 69.3%+21.7pp |
| Annual return | 8.95% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $705 | $2,883-75.5% | $4,617-84.7% | $2,281-69.1% |
| Participant deferral / active EE | $3,558 | $4,840-26.5% | $5,984-40.5% | $3,203+11.1% |
| Admin fee / account holder | $4,658 | $4,826-3.5% | $8,357-44.3% | $4,296+8.4% |