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 | $34,245 | $93,571-63.4% | $135,903-74.8% | $75,163-54.4% |
| Participation rate | 81.8% | 75.2%+6.6pp | 81.9%-0.1pp | 67.2%+14.6pp |
| Annual return | 16.92% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,458 | $3,537-2.2% | $4,856-28.8% | $2,670+29.5% |
| Participant deferral / active EE | $7,642 | $6,404+19.3% | $7,758-1.5% | $4,125+85.3% |
| Admin fee / account holder | $4,947 | $6,975-29.1% | $10,762-54.0% | $5,651-12.5% |