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 | $34,484 | $56,199-38.6% | $67,652-49.0% | $59,632-42.2% |
| Participation rate | 78.9% | 71.5%+7.4pp | 75.7%+3.2pp | 68.7%+10.2pp |
| Annual return | 0.42% | 18505.31%-18504.9pp | 6625.04%-6624.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $544 | $1,614-66.3% | $2,266-76.0% | $2,203-75.3% |
| Participant deferral / active EE | $2,212 | $2,844-22.2% | $3,560-37.9% | $3,192-30.7% |
| Admin fee / account holder | $753 | $3,958-81.0% | $4,821-84.4% | $4,297-82.5% |