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 | $33,881 | $78,672-56.9% | $109,143-69.0% | $85,850-60.5% |
| Participation rate | 76.3% | 68.3%+8.0pp | 75.9%+0.4pp | 69.3%+7.0pp |
| Annual return | 18.21% | 25.09%-6.9pp | 25.75%-7.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $955 | $2,735-65.1% | $3,722-74.4% | $2,565-62.8% |
| Participant deferral / active EE | $3,707 | $3,467+6.9% | $4,653-20.3% | $3,952-6.2% |
| Admin fee / account holder | $1,231 | $5,469-77.5% | $6,752-81.8% | $6,260-80.3% |