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 | $31,714 | $76,552-58.6% | $123,892-74.4% | $62,891-49.6% |
| Participation rate | 88.2% | 73.0%+15.3pp | 81.4%+6.8pp | 69.3%+18.9pp |
| Annual return | 12.27% | 18.68%-6.4pp | 47.52%-35.2pp | 20.14%-7.9pp |
| Employer contribution / active EE | $3,083 | $2,883+7.0% | $4,617-33.2% | $2,281+35.2% |
| Participant deferral / active EE | $6,379 | $4,840+31.8% | $5,984+6.6% | $3,203+99.2% |
| Admin fee / account holder | $1,094 | $4,826-77.3% | $8,357-86.9% | $4,296-74.5% |