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 | $34,844 | $215,361-83.8% | $171,082-79.6% | $273,961-87.3% |
| Participation rate | 81.8% | 82.0%-0.2pp | 76.7%+5.1pp | 83.0%-1.2pp |
| Annual return | 4.64% | 25.14%-20.5pp | 32.56%-27.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $947 | $4,967-80.9% | $4,002-76.3% | $4,869-80.5% |
| Participant deferral / active EE | $2,225 | $5,543-59.9% | $4,797-53.6% | $5,287-57.9% |
| Admin fee / account holder | $6,197 | $10,846-42.9% | $8,520-27.3% | $10,132-38.8% |