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 | $31,478 | $76,552-58.9% | $123,892-74.6% | $62,891-49.9% |
| Participation rate | 79.6% | 73.0%+6.6pp | 81.4%-1.8pp | 69.3%+10.3pp |
| Annual return | 31.39% | 18.68%+12.7pp | 47.52%-16.1pp | 20.14%+11.3pp |
| Employer contribution / active EE | $1,488 | $2,883-48.4% | $4,617-67.8% | $2,281-34.8% |
| Participant deferral / active EE | $7,217 | $4,840+49.1% | $5,984+20.6% | $3,203+125.3% |
| Admin fee / account holder | $581 | $4,826-88.0% | $8,357-93.0% | $4,296-86.5% |