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 | $34,247 | $83,908-59.2% | $68,509-50.0% | $125,391-72.7% |
| Participation rate | 91.3% | 78.2%+13.1pp | 74.7%+16.6pp | 83.2%+8.1pp |
| Annual return | 2.60% | 14.48%-11.9pp | 8.27%-5.7pp | 282.22%-279.6pp |
| Employer contribution / active EE | $1,363 | $3,031-55.0% | $2,278-40.1% | $4,866-72.0% |
| Participant deferral / active EE | $1,780 | $4,125-56.8% | $3,382-47.4% | $5,352-66.7% |
| Admin fee / account holder | $4,307 | $8,982-52.0% | $5,275-18.3% | $9,540-54.9% |