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 | $32,928 | $153,772-78.6% | $133,980-75.4% | $273,961-88.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.11% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,028 | $6,029-66.4% | $5,211-61.1% | $4,869-58.4% |
| Participant deferral / active EE | $5,592 | $6,958-19.6% | $6,282-11.0% | $5,287+5.8% |
| Admin fee / account holder | $4,842 | $11,765-58.8% | $9,324-48.1% | $10,132-52.2% |