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 | $34,298 | $99,341-65.5% | $84,750-59.5% | $273,961-87.5% |
| Participation rate | 86.4% | 80.7%+5.7pp | 76.6%+9.8pp | 83.0%+3.3pp |
| Annual return | 7.40% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,063 | $4,214-74.8% | $3,574-70.2% | $4,869-78.2% |
| Participant deferral / active EE | $2,624 | $4,269-38.5% | $3,712-29.3% | $5,287-50.4% |
| Admin fee / account holder | $784 | $6,644-88.2% | $5,332-85.3% | $10,132-92.3% |