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 | $34,623 | $104,251-66.8% | $91,001-62.0% | $147,584-76.5% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 17.58% | 27.06%-9.5pp | 4.60%+13.0pp | 578.55%-561.0pp |
| Employer contribution / active EE | $854 | $3,116-72.6% | $2,456-65.2% | $4,876-82.5% |
| Participant deferral / active EE | $2,006 | $4,195-52.2% | $3,547-43.4% | $5,439-63.1% |
| Admin fee / account holder | $477 | $8,948-94.7% | $5,417-91.2% | $10,885-95.6% |