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 | $38,267 | $103,376-63.0% | $87,100-56.1% | $152,861-75.0% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 22.00% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,725 | $3,220-46.4% | $2,521-31.6% | $4,762-63.8% |
| Participant deferral / active EE | $5,254 | $4,778+10.0% | $4,049+29.8% | $5,850-10.2% |
| Admin fee / account holder | $3,640 | $12,205-70.2% | $7,497-51.4% | $11,596-68.6% |