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 | $34,921 | $162,781-78.5% | $133,956-73.9% | $158,922-78.0% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 9.73% | 41.94%-32.2pp | 45.09%-35.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,182 | $4,975-56.2% | $3,919-44.3% | $4,761-54.2% |
| Participant deferral / active EE | $3,727 | $5,911-36.9% | $5,048-26.2% | $5,982-37.7% |
| Admin fee / account holder | $25,777 | $11,736+119.6% | $8,927+188.8% | $11,246+129.2% |