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 | $32,239 | $109,881-70.7% | $150,045-78.5% | $84,808-62.0% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 15.04% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $939 | $3,561-73.6% | $4,693-80.0% | $2,631-64.3% |
| Participant deferral / active EE | $2,979 | $6,636-55.1% | $7,997-62.7% | $4,212-29.3% |
| Admin fee / account holder | $3,098 | $8,568-63.8% | $13,435-76.9% | $7,344-57.8% |