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 | $34,092 | $78,705-56.7% | $117,854-71.1% | $70,131-51.4% |
| Participation rate | 81.1% | 73.2%+7.9pp | 79.7%+1.4pp | 69.5%+11.6pp |
| Annual return | 16.00% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,110 | $2,223-50.1% | $3,786-70.7% | $2,342-52.6% |
| Participant deferral / active EE | $2,424 | $3,297-26.5% | $4,482-45.9% | $3,332-27.2% |
| Admin fee / account holder | $306 | $5,065-94.0% | $8,020-96.2% | $4,645-93.4% |