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 | $29,380 | $81,460-63.9% | $103,333-71.6% | $80,856-63.7% |
| Participation rate | 79.2% | 66.8%+12.3pp | 74.5%+4.7pp | 67.6%+11.5pp |
| Annual return | 13.71% | 25.55%-11.8pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,350 | $3,105-56.5% | $3,868-65.1% | $2,755-51.0% |
| Participant deferral / active EE | $1,806 | $3,869-53.3% | $5,057-64.3% | $4,296-58.0% |
| Admin fee / account holder | $2,011 | $6,566-69.4% | $8,355-75.9% | $6,918-70.9% |