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 | $33,093 | $109,881-69.9% | $150,045-77.9% | $84,808-61.0% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 14.56% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,622 | $3,561-54.4% | $4,693-65.4% | $2,631-38.3% |
| Participant deferral / active EE | $4,657 | $6,636-29.8% | $7,997-41.8% | $4,212+10.6% |
| Admin fee / account holder | $4,497 | $8,568-47.5% | $13,435-66.5% | $7,344-38.8% |