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 | $29,202 | $77,634-62.4% | $156,549-81.3% | $62,891-53.6% |
| Participation rate | 89.7% | 71.2%+18.5pp | 84.0%+5.7pp | 69.3%+20.4pp |
| Annual return | 11.93% | 50.32%-38.4pp | 32.23%-20.3pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,074 | $3,444-68.8% | $5,501-80.5% | $2,281-52.9% |
| Participant deferral / active EE | $3,481 | $3,045+14.3% | $4,871-28.5% | $3,203+8.7% |
| Admin fee / account holder | $2,093 | $5,561-62.4% | $13,027-83.9% | $4,296-51.3% |