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 | $31,980 | $124,425-74.3% | $112,040-71.5% | $137,256-76.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 11.70% | 24.72%-13.0pp | 24.52%-12.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,139 | $3,411-66.6% | $2,954-61.4% | $4,156-72.6% |
| Participant deferral / active EE | $1,998 | $5,718-65.1% | $5,098-60.8% | $6,407-68.8% |
| Admin fee / account holder | $2,210 | $15,207-85.5% | $12,098-81.7% | $12,270-82.0% |