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 | $31,315 | $84,233-62.8% | $170,442-81.6% | $70,131-55.3% |
| Participation rate | 89.5% | 70.8%+18.6pp | 83.6%+5.9pp | 69.5%+19.9pp |
| Annual return | 19.62% | 23.06%-3.4pp | 205.93%-186.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,206 | $3,387-34.9% | $5,433-59.4% | $2,342-5.8% |
| Participant deferral / active EE | $3,478 | $3,086+12.7% | $4,939-29.6% | $3,332+4.4% |
| Admin fee / account holder | $357 | $5,698-93.7% | $13,880-97.4% | $4,645-92.3% |