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 | $31,073 | $76,552-59.4% | $123,892-74.9% | $62,891-50.6% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 7.27% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,187 | $2,883-24.1% | $4,617-52.6% | $2,281-4.1% |
| Participant deferral / active EE | $4,082 | $4,840-15.7% | $5,984-31.8% | $3,203+27.4% |
| Admin fee / account holder | $359 | $4,826-92.6% | $8,357-95.7% | $4,296-91.6% |