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 | $35,096 | $124,425-71.8% | $112,040-68.7% | $137,256-74.4% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 19.93% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,711 | $3,411-49.8% | $2,954-42.1% | $4,156-58.8% |
| Participant deferral / active EE | $3,814 | $5,718-33.3% | $5,098-25.2% | $6,407-40.5% |
| Admin fee / account holder | $3,058 | $15,207-79.9% | $12,098-74.7% | $12,270-75.1% |