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 | $43,921 | $76,552-42.6% | $123,892-64.5% | $62,891-30.2% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 5.86% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,767 | $2,883-38.7% | $4,617-61.7% | $2,281-22.5% |
| Participant deferral / active EE | $5,070 | $4,840+4.8% | $5,984-15.3% | $3,203+58.3% |
| Admin fee / account holder | $657 | $4,826-86.4% | $8,357-92.1% | $4,296-84.7% |