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 | $21,477 | $57,541-62.7% | $95,745-77.6% | $75,163-71.4% |
| Participation rate | 94.9% | 62.5%+32.4pp | 72.3%+22.7pp | 67.2%+27.7pp |
| Annual return | 21.75% | 34.93%-13.2pp | 28.35%-6.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,392 | $1,808-23.0% | $2,835-50.9% | $2,670-47.9% |
| Participant deferral / active EE | $4,367 | $3,074+42.1% | $4,245+2.9% | $4,125+5.9% |
| Admin fee / account holder | $791 | $4,099-80.7% | $5,678-86.1% | $5,651-86.0% |