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 | $35,600 | $78,705-54.8% | $117,854-69.8% | $70,131-49.2% |
| Participation rate | 83.0% | 73.2%+9.8pp | 79.7%+3.3pp | 69.5%+13.4pp |
| Annual return | 21.70% | 23.30%-1.6pp | 335.08%-313.4pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,345 | $2,223-39.5% | $3,786-64.5% | $2,342-42.6% |
| Participant deferral / active EE | $3,090 | $3,297-6.3% | $4,482-31.1% | $3,332-7.3% |
| Admin fee / account holder | $1,695 | $5,065-66.5% | $8,020-78.9% | $4,645-63.5% |