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 | $31,280 | $118,450-73.6% | $98,439-68.2% | $139,434-77.6% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 9.20% | 18.94%-9.7pp | 21.16%-12.0pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,546 | $3,609-57.2% | $3,048-49.3% | $4,751-67.5% |
| Participant deferral / active EE | $3,090 | $5,392-42.7% | $4,738-34.8% | $6,710-54.0% |
| Admin fee / account holder | $451 | $14,026-96.8% | $8,948-95.0% | $11,403-96.0% |