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 | $33,214 | $73,787-55.0% | $98,716-66.4% | $82,448-59.7% |
| Participation rate | 90.0% | 61.4%+28.6pp | 69.3%+20.7pp | 68.1%+21.9pp |
| Annual return | 21.26% | 18.57%+2.7pp | 31.81%-10.5pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,148 | $1,511-24.0% | $2,279-49.6% | $2,551-55.0% |
| Participant deferral / active EE | $4,995 | $3,081+62.1% | $4,048+23.4% | $4,139+20.7% |
| Admin fee / account holder | $515 | $6,500-92.1% | $8,703-94.1% | $7,234-92.9% |