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 | $34,741 | $81,248-57.2% | $155,509-77.7% | $80,856-57.0% |
| Participation rate | 92.5% | 66.2%+26.2pp | 78.2%+14.3pp | 67.6%+24.8pp |
| Annual return | 11.92% | 33.31%-21.4pp | 64.67%-52.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,586 | $3,100+15.7% | $4,672-23.3% | $2,755+30.2% |
| Participant deferral / active EE | $4,713 | $3,452+36.5% | $5,626-16.2% | $4,296+9.7% |
| Admin fee / account holder | $9,522 | $7,997+19.1% | $15,912-40.2% | $6,918+37.6% |