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 | $28,165 | $56,277-50.0% | $80,975-65.2% | $62,891-55.2% |
| Participation rate | 74.5% | 69.0%+5.6pp | 75.8%-1.3pp | 69.3%+5.2pp |
| Annual return | 6.03% | 22.12%-16.1pp | 17.10%-11.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,570 | $1,943-19.2% | $3,714-57.7% | $2,281-31.1% |
| Participant deferral / active EE | $3,767 | $4,195-10.2% | $5,696-33.9% | $3,203+17.6% |
| Admin fee / account holder | $319 | $3,741-91.5% | $5,516-94.2% | $4,296-92.6% |