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 | $34,025 | $71,883-52.7% | $86,677-60.7% | $68,494-50.3% |
| Participation rate | 94.3% | 72.2%+22.1pp | 76.6%+17.8pp | 67.9%+26.5pp |
| Annual return | 18.72% | 3.52%+15.2pp | 35.91%-17.2pp | -7.84%+26.6pp |
| Employer contribution / active EE | $920 | $2,173-57.6% | $2,836-67.6% | $2,596-64.6% |
| Participant deferral / active EE | $4,058 | $3,779+7.4% | $4,656-12.8% | $4,027+0.8% |
| Admin fee / account holder | $2,437 | $6,112-60.1% | $7,493-67.5% | $5,403-54.9% |