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 | $38,890 | $211,958-81.7% | $169,463-77.1% | $135,375-71.3% |
| Participation rate | 94.1% | 82.6%+11.5pp | 77.8%+16.3pp | 82.6%+11.5pp |
| Annual return | 0.50% | 3.26%-2.8pp | 1.83%-1.3pp | 519.73%-519.2pp |
| Employer contribution / active EE | $1,932 | $5,120-62.3% | $4,159-53.6% | $4,779-59.6% |
| Participant deferral / active EE | $3,788 | $6,075-37.6% | $5,277-28.2% | $5,609-32.5% |
| Admin fee / account holder | $4,283 | $11,471-62.7% | $9,109-53.0% | $10,827-60.4% |