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 | $39,675 | $80,968-51.0% | $96,544-58.9% | $75,163-47.2% |
| Participation rate | 78.1% | 71.8%+6.4pp | 76.0%+2.2pp | 67.2%+10.9pp |
| Annual return | 14.16% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $834 | $2,282-63.5% | $2,965-71.9% | $2,670-68.8% |
| Participant deferral / active EE | $2,630 | $3,928-33.0% | $4,851-45.8% | $4,125-36.2% |
| Admin fee / account holder | $8,787 | $6,724+30.7% | $8,252+6.5% | $5,651+55.5% |