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 | $53,239 | $76,552-30.5% | $123,892-57.0% | $62,891-15.3% |
| Participation rate | 93.1% | 73.0%+20.1pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 9.00% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,041 | $2,883-63.9% | $4,617-77.4% | $2,281-54.3% |
| Participant deferral / active EE | $4,221 | $4,840-12.8% | $5,984-29.5% | $3,203+31.8% |
| Admin fee / account holder | $3,081 | $4,826-36.1% | $8,357-63.1% | $4,296-28.3% |