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 | $49,962 | $56,897-12.2% | $84,750-41.0% | $62,891-20.6% |
| Participation rate | 92.0% | 68.5%+23.5pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | 7.87% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $917 | $2,400-61.8% | $3,574-74.3% | $2,281-59.8% |
| Participant deferral / active EE | $4,484 | $2,709+65.5% | $3,712+20.8% | $3,203+40.0% |
| Admin fee / account holder | $940 | $3,581-73.7% | $5,332-82.4% | $4,296-78.1% |