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 | $34,842 | $78,705-55.7% | $117,854-70.4% | $70,131-50.3% |
| Participation rate | 75.8% | 73.2%+2.6pp | 79.7%-3.9pp | 69.5%+6.2pp |
| Annual return | 16.39% | 23.30%-6.9pp | 335.08%-318.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,046 | $2,223-53.0% | $3,786-72.4% | $2,342-55.4% |
| Participant deferral / active EE | $3,564 | $3,297+8.1% | $4,482-20.5% | $3,332+7.0% |
| Admin fee / account holder | $2,160 | $5,065-57.4% | $8,020-73.1% | $4,645-53.5% |