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 | $35,504 | $153,772-76.9% | $133,980-73.5% | $273,961-87.0% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 16.76% | 36.51%-19.8pp | 29.30%-12.5pp | 41.45%-24.7pp |
| Employer contribution / active EE | $2,790 | $6,029-53.7% | $5,211-46.5% | $4,869-42.7% |
| Participant deferral / active EE | $8,632 | $6,958+24.0% | $6,282+37.4% | $5,287+63.3% |
| Admin fee / account holder | $1,442 | $11,765-87.7% | $9,324-84.5% | $10,132-85.8% |