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 | $35,686 | $90,503-60.6% | $78,689-54.6% | $273,961-87.0% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 5.98% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,000 | $3,176-37.0% | $2,851-29.8% | $4,869-58.9% |
| Participant deferral / active EE | $2,310 | $3,901-40.8% | $3,517-34.3% | $5,287-56.3% |
| Admin fee / account holder | $631 | $5,263-88.0% | $4,510-86.0% | $10,132-93.8% |