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 | $37,961 | $76,552-50.4% | $123,892-69.4% | $62,891-39.6% |
| Participation rate | 84.6% | 73.0%+11.6pp | 81.4%+3.2pp | 69.3%+15.3pp |
| Annual return | 6.48% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,463 | $2,883-49.2% | $4,617-68.3% | $2,281-35.8% |
| Participant deferral / active EE | $3,002 | $4,840-38.0% | $5,984-49.8% | $3,203-6.3% |
| Admin fee / account holder | $590 | $4,826-87.8% | $8,357-92.9% | $4,296-86.3% |