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 | $30,201 | $81,248-62.8% | $155,509-80.6% | $80,856-62.6% |
| Participation rate | 78.4% | 66.2%+12.1pp | 78.2%+0.2pp | 67.6%+10.7pp |
| Annual return | 11.78% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,131 | $3,100-63.5% | $4,672-75.8% | $2,755-59.0% |
| Participant deferral / active EE | $2,788 | $3,452-19.2% | $5,626-50.5% | $4,296-35.1% |
| Admin fee / account holder | $575 | $7,997-92.8% | $15,912-96.4% | $6,918-91.7% |