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 | $46,617 | $92,222-49.5% | $76,768-39.3% | $135,375-65.6% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | 11.35% | 5.46%+5.9pp | 2.43%+8.9pp | 519.73%-508.4pp |
| Employer contribution / active EE | $870 | $3,216-73.0% | $2,485-65.0% | $4,779-81.8% |
| Participant deferral / active EE | $2,336 | $4,509-48.2% | $3,852-39.4% | $5,609-58.4% |
| Admin fee / account holder | $330 | $10,748-96.9% | $6,675-95.1% | $10,827-97.0% |