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 | $30,820 | $99,341-69.0% | $84,750-63.6% | $273,961-88.8% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 6.38% | 22.93%-16.6pp | 22.78%-16.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,082 | $4,214-74.3% | $3,574-69.7% | $4,869-77.8% |
| Participant deferral / active EE | $1,350 | $4,269-68.4% | $3,712-63.6% | $5,287-74.5% |
| Admin fee / account holder | $496 | $6,644-92.5% | $5,332-90.7% | $10,132-95.1% |