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 9-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 | $31,230 | $72,177-56.7% | $115,037-72.9% | $59,632-47.6% |
| Participation rate | 70.0% | 72.6%-2.6pp | 81.4%-11.4pp | 68.7%+1.3pp |
| Annual return | 1.49% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,012 | $2,841-29.2% | $4,608-56.3% | $2,203-8.7% |
| Participant deferral / active EE | $3,707 | $4,783-22.5% | $6,026-38.5% | $3,192+16.1% |
| Admin fee / account holder | $874 | $4,927-82.3% | $8,175-89.3% | $4,297-79.7% |