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 | $34,297 | $135,952-74.8% | $123,892-72.3% | $273,961-87.5% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 15.67% | 56.63%-41.0pp | 47.52%-31.9pp | 41.45%-25.8pp |
| Employer contribution / active EE | $1,369 | $5,170-73.5% | $4,617-70.3% | $4,869-71.9% |
| Participant deferral / active EE | $4,230 | $6,343-33.3% | $5,984-29.3% | $5,287-20.0% |
| Admin fee / account holder | $1,841 | $9,817-81.2% | $8,357-78.0% | $10,132-81.8% |