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 | $49,122 | $76,552-35.8% | $123,892-60.4% | $62,891-21.9% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 7.32% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $687 | $2,883-76.2% | $4,617-85.1% | $2,281-69.9% |
| Participant deferral / active EE | $6,325 | $4,840+30.7% | $5,984+5.7% | $3,203+97.5% |
| Admin fee / account holder | $427 | $4,826-91.1% | $8,357-94.9% | $4,296-90.1% |