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 | $33,962 | $172,111-80.3% | $150,298-77.4% | $137,256-75.3% |
| Participation rate | 95.8% | 81.7%+14.1pp | 77.8%+18.1pp | 80.0%+15.9pp |
| Annual return | 30.75% | 69.37%-38.6pp | 62.79%-32.0pp | 220.34%-189.6pp |
| Employer contribution / active EE | $1,626 | $4,636-64.9% | $4,154-60.9% | $4,156-60.9% |
| Participant deferral / active EE | $4,133 | $6,166-33.0% | $5,453-24.2% | $6,407-35.5% |
| Admin fee / account holder | $2,447 | $16,471-85.1% | $14,116-82.7% | $12,270-80.1% |