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 | $49,421 | $56,277-12.2% | $80,975-39.0% | $62,891-21.4% |
| Participation rate | 72.0% | 69.0%+3.0pp | 75.8%-3.8pp | 69.3%+2.7pp |
| Annual return | 6.28% | 22.12%-15.8pp | 17.10%-10.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,380 | $1,943+176.9% | $3,714+44.8% | $2,281+135.9% |
| Participant deferral / active EE | $4,855 | $4,195+15.7% | $5,696-14.8% | $3,203+51.6% |
| Admin fee / account holder | $794 | $3,741-78.8% | $5,516-85.6% | $4,296-81.5% |