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 | $49,310 | $56,054-12.0% | $171,082-71.2% | $62,891-21.6% |
| Participation rate | 85.4% | 62.9%+22.5pp | 76.7%+8.7pp | 69.3%+16.1pp |
| Annual return | 9.07% | 22.52%-13.4pp | 32.56%-23.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $543 | $1,731-68.7% | $4,002-86.4% | $2,281-76.2% |
| Participant deferral / active EE | $3,582 | $3,158+13.4% | $4,797-25.3% | $3,203+11.8% |
| Admin fee / account holder | $680 | $3,647-81.4% | $8,520-92.0% | $4,296-84.2% |