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 | $34,766 | $112,096-69.0% | $95,952-63.8% | $158,922-78.1% |
| Participation rate | 81.0% | 79.0%+2.0pp | 77.1%+3.9pp | 82.0%-1.0pp |
| Annual return | 13.15% | 171.09%-157.9pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,078 | $3,198-35.0% | $2,541-18.2% | $4,761-56.3% |
| Participant deferral / active EE | $3,675 | $4,784-23.2% | $4,167-11.8% | $5,982-38.6% |
| Admin fee / account holder | $1,009 | $10,130-90.0% | $6,795-85.1% | $11,246-91.0% |