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 | $56,048 | $76,552-26.8% | $123,892-54.8% | $62,891-10.9% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.8pp | 69.3%+26.9pp |
| Annual return | 8.45% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $578 | $2,883-80.0% | $4,617-87.5% | $2,281-74.7% |
| Participant deferral / active EE | $6,531 | $4,840+34.9% | $5,984+9.1% | $3,203+103.9% |
| Admin fee / account holder | $770 | $4,826-84.0% | $8,357-90.8% | $4,296-82.1% |