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 | $34,584 | $113,339-69.5% | $94,993-63.6% | $147,584-76.6% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 11.36% | 20.77%-9.4pp | 27.12%-15.8pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,820 | $3,160-42.4% | $2,603-30.1% | $4,876-62.7% |
| Participant deferral / active EE | $2,275 | $3,777-39.8% | $3,317-31.4% | $5,439-58.2% |
| Admin fee / account holder | $4,436 | $6,063-26.8% | $4,960-10.6% | $10,885-59.2% |