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 | $34,819 | $60,349-42.3% | $74,183-53.1% | $62,891-44.6% |
| Participation rate | 80.7% | 72.7%+8.0pp | 76.6%+4.1pp | 69.3%+11.4pp |
| Annual return | 12.10% | 21.37%-9.3pp | 17.74%-5.6pp | 20.14%-8.0pp |
| Employer contribution / active EE | $957 | $1,680-43.0% | $2,370-59.6% | $2,281-58.0% |
| Participant deferral / active EE | $4,659 | $2,856+63.1% | $3,550+31.2% | $3,203+45.5% |
| Admin fee / account holder | $3,127 | $4,261-26.6% | $5,586-44.0% | $4,296-27.2% |