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 | $34,163 | $77,503-55.9% | $100,391-66.0% | $80,856-57.7% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 15.25% | 37.20%-22.0pp | 49.20%-34.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,152 | $2,801+12.5% | $3,942-20.0% | $2,755+14.4% |
| Participant deferral / active EE | $7,935 | $6,820+16.3% | $8,082-1.8% | $4,296+84.7% |
| Admin fee / account holder | $745 | $5,897-87.4% | $7,899-90.6% | $6,918-89.2% |