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 | $34,201 | $163,101-79.0% | $136,749-75.0% | $142,382-76.0% |
| Participation rate | 92.9% | 78.2%+14.6pp | 72.1%+20.7pp | 80.1%+12.7pp |
| Annual return | 10.02% | 27.54%-17.5pp | 24.33%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,429 | $4,117-65.3% | $3,400-58.0% | $4,299-66.8% |
| Participant deferral / active EE | $1,349 | $5,585-75.9% | $4,692-71.3% | $6,507-79.3% |
| Admin fee / account holder | $3,216 | $14,318-77.5% | $11,386-71.8% | $12,624-74.5% |