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 | $33,665 | $124,281-72.9% | $109,143-69.2% | $167,490-79.9% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 13.67% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,078 | $4,207-74.4% | $3,722-71.0% | $4,837-77.7% |
| Participant deferral / active EE | $2,290 | $5,255-56.4% | $4,653-50.8% | $6,341-63.9% |
| Admin fee / account holder | $11,129 | $7,970+39.6% | $6,752+64.8% | $12,309-9.6% |