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 | $32,042 | $76,552-58.1% | $123,892-74.1% | $62,891-49.1% |
| Participation rate | 86.1% | 73.0%+13.1pp | 81.4%+4.7pp | 69.3%+16.8pp |
| Annual return | 11.47% | 18.68%-7.2pp | 47.52%-36.0pp | 20.14%-8.7pp |
| Employer contribution / active EE | $2,370 | $2,883-17.8% | $4,617-48.7% | $2,281+3.9% |
| Participant deferral / active EE | $3,650 | $4,840-24.6% | $5,984-39.0% | $3,203+14.0% |
| Admin fee / account holder | $624 | $4,826-87.1% | $8,357-92.5% | $4,296-85.5% |