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 | $50,665 | $92,222-45.1% | $76,768-34.0% | $135,375-62.6% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | 4.14% | 5.46%-1.3pp | 2.43%+1.7pp | 519.73%-515.6pp |
| Employer contribution / active EE | $1,281 | $3,216-60.2% | $2,485-48.4% | $4,779-73.2% |
| Participant deferral / active EE | $2,142 | $4,509-52.5% | $3,852-44.4% | $5,609-61.8% |
| Admin fee / account holder | $2,067 | $10,748-80.8% | $6,675-69.0% | $10,827-80.9% |