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 | $41,600 | $90,503-54.0% | $78,689-47.1% | $273,961-84.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 8.66% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $5,414 | $3,176+70.5% | $2,851+89.9% | $4,869+11.2% |
| Participant deferral / active EE | $8,445 | $3,901+116.5% | $3,517+140.1% | $5,287+59.7% |
| Admin fee / account holder | $16,098 | $5,263+205.9% | $4,510+256.9% | $10,132+58.9% |