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 | $29,856 | $104,251-71.4% | $91,001-67.2% | $147,584-79.8% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.6%+5.6pp | 82.8%-1.6pp |
| Annual return | 18.95% | 27.06%-8.1pp | 4.60%+14.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,068 | $3,116-65.7% | $2,456-56.5% | $4,876-78.1% |
| Participant deferral / active EE | $2,289 | $4,195-45.4% | $3,547-35.5% | $5,439-57.9% |
| Admin fee / account holder | $302 | $8,948-96.6% | $5,417-94.4% | $10,885-97.2% |