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 | $32,628 | $77,634-58.0% | $156,549-79.2% | $62,891-48.1% |
| Participation rate | 78.1% | 71.2%+6.9pp | 84.0%-5.9pp | 69.3%+8.8pp |
| Annual return | 9.90% | 50.32%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,853 | $3,444-46.2% | $5,501-66.3% | $2,281-18.7% |
| Participant deferral / active EE | $3,327 | $3,045+9.2% | $4,871-31.7% | $3,203+3.9% |
| Admin fee / account holder | $854 | $5,561-84.6% | $13,027-93.4% | $4,296-80.1% |