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 | $39,797 | $76,552-48.0% | $123,892-67.9% | $62,891-36.7% |
| Participation rate | 95.7% | 73.0%+22.8pp | 81.4%+14.3pp | 69.3%+26.4pp |
| Annual return | 15.43% | 18.68%-3.2pp | 47.52%-32.1pp | 20.14%-4.7pp |
| Employer contribution / active EE | $1,811 | $2,883-37.2% | $4,617-60.8% | $2,281-20.6% |
| Participant deferral / active EE | $11,224 | $4,840+131.9% | $5,984+87.6% | $3,203+250.4% |
| Admin fee / account holder | $862 | $4,826-82.1% | $8,357-89.7% | $4,296-79.9% |