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 | $21,272 | $90,503-76.5% | $78,689-73.0% | $273,961-92.2% |
| Participation rate | 85.0% | 76.5%+8.5pp | 73.6%+11.4pp | 83.0%+2.0pp |
| Annual return | 3.76% | 75.60%-71.8pp | 62.18%-58.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $866 | $3,176-72.7% | $2,851-69.6% | $4,869-82.2% |
| Participant deferral / active EE | $4,660 | $3,901+19.5% | $3,517+32.5% | $5,287-11.9% |
| Admin fee / account holder | $8,851 | $5,263+68.2% | $4,510+96.2% | $10,132-12.6% |