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 | $37,467 | $86,929-56.9% | $102,423-63.4% | $80,856-53.7% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | 13.03% | 18.88%-5.8pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $935 | $2,369-60.5% | $3,023-69.1% | $2,755-66.1% |
| Participant deferral / active EE | $5,424 | $4,118+31.7% | $5,053+7.3% | $4,296+26.3% |
| Admin fee / account holder | $1,762 | $8,049-78.1% | $9,451-81.4% | $6,918-74.5% |