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 | $36,055 | $153,772-76.6% | $133,980-73.1% | $273,961-86.8% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 4.94% | 36.51%-31.6pp | 29.30%-24.4pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,429 | $6,029-76.3% | $5,211-72.6% | $4,869-70.6% |
| Participant deferral / active EE | $3,496 | $6,958-49.8% | $6,282-44.4% | $5,287-33.9% |
| Admin fee / account holder | $10,003 | $11,765-15.0% | $9,324+7.3% | $10,132-1.3% |