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 | $34,975 | $65,685-46.8% | $57,179-38.8% | $273,961-87.2% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.3%+14.7pp | 83.0%+7.0pp |
| Annual return | 5.45% | 21.99%-16.5pp | 14.59%-9.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $368 | $3,279-88.8% | $2,682-86.3% | $4,869-92.4% |
| Participant deferral / active EE | $3,099 | $3,782-18.1% | $3,096+0.1% | $5,287-41.4% |
| Admin fee / account holder | $9,378 | $4,835+94.0% | $3,139+198.8% | $10,132-7.4% |