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 3-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 | $32,754 | $56,897-42.4% | $84,750-61.4% | $62,891-47.9% |
| Participation rate | 81.3% | 68.5%+12.7pp | 76.6%+4.7pp | 69.3%+11.9pp |
| Annual return | 9.58% | 6.30%+3.3pp | 22.78%-13.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $982 | $2,400-59.1% | $3,574-72.5% | $2,281-56.9% |
| Participant deferral / active EE | $4,478 | $2,709+65.3% | $3,712+20.6% | $3,203+39.8% |
| Admin fee / account holder | $1,193 | $3,581-66.7% | $5,332-77.6% | $4,296-72.2% |