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 | $34,936 | $103,376-66.2% | $87,100-59.9% | $152,861-77.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 23.80% | 28.10%-4.3pp | 28.19%-4.4pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,785 | $3,220-44.6% | $2,521-29.2% | $4,762-62.5% |
| Participant deferral / active EE | $4,495 | $4,778-5.9% | $4,049+11.0% | $5,850-23.2% |
| Admin fee / account holder | $2,860 | $12,205-76.6% | $7,497-61.8% | $11,596-75.3% |