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 | $37,841 | $90,503-58.2% | $78,689-51.9% | $273,961-86.2% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 8.62% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,964 | $3,176-38.1% | $2,851-31.1% | $4,869-59.7% |
| Participant deferral / active EE | $4,568 | $3,901+17.1% | $3,517+29.9% | $5,287-13.6% |
| Admin fee / account holder | $3,181 | $5,263-39.6% | $4,510-29.5% | $10,132-68.6% |