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 | $34,357 | $77,634-55.7% | $156,549-78.1% | $62,891-45.4% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 7.62% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,546 | $3,444+3.0% | $5,501-35.5% | $2,281+55.4% |
| Participant deferral / active EE | $3,412 | $3,045+12.0% | $4,871-30.0% | $3,203+6.5% |
| Admin fee / account holder | $5,150 | $5,561-7.4% | $13,027-60.5% | $4,296+19.9% |