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 | $28,468 | $76,552-62.8% | $123,892-77.0% | $62,891-54.7% |
| Participation rate | 90.9% | 73.0%+17.9pp | 81.4%+9.5pp | 69.3%+21.6pp |
| Annual return | 6.60% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $551 | $2,883-80.9% | $4,617-88.1% | $2,281-75.8% |
| Participant deferral / active EE | $6,821 | $4,840+40.9% | $5,984+14.0% | $3,203+112.9% |
| Admin fee / account holder | $3,143 | $4,826-34.9% | $8,357-62.4% | $4,296-26.8% |