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 | $33,631 | $78,705-57.3% | $117,854-71.5% | $70,131-52.0% |
| Participation rate | 80.6% | 73.2%+7.5pp | 79.7%+1.0pp | 69.5%+11.1pp |
| Annual return | 19.58% | 23.30%-3.7pp | 335.08%-315.5pp | 73.14%-53.6pp |
| Employer contribution / active EE | $2,241 | $2,223+0.8% | $3,786-40.8% | $2,342-4.3% |
| Participant deferral / active EE | $4,522 | $3,297+37.2% | $4,482+0.9% | $3,332+35.7% |
| Admin fee / account holder | $10,080 | $5,065+99.0% | $8,020+25.7% | $4,645+117.0% |