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 | $30,018 | $80,968-62.9% | $96,544-68.9% | $75,163-60.1% |
| Participation rate | 91.1% | 71.8%+19.3pp | 76.0%+15.1pp | 67.2%+23.9pp |
| Annual return | 14.98% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.6pp |
| Employer contribution / active EE | $843 | $2,282-63.1% | $2,965-71.6% | $2,670-68.4% |
| Participant deferral / active EE | $4,251 | $3,928+8.2% | $4,851-12.4% | $4,125+3.0% |
| Admin fee / account holder | $12,569 | $6,724+86.9% | $8,252+52.3% | $5,651+122.4% |