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 | $36,582 | $149,734-75.6% | $118,925-69.2% | $158,922-77.0% |
| Participation rate | 88.2% | 82.1%+6.2pp | 75.4%+12.9pp | 82.0%+6.3pp |
| Annual return | 14.17% | 19.95%-5.8pp | 35.88%-21.7pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,984 | $4,115-27.5% | $3,263-8.6% | $4,761-37.3% |
| Participant deferral / active EE | $2,009 | $5,223-61.5% | $4,265-52.9% | $5,982-66.4% |
| Admin fee / account holder | $6,398 | $8,603-25.6% | $6,581-2.8% | $11,246-43.1% |