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 | $22,240 | $76,552-70.9% | $123,892-82.0% | $62,891-64.6% |
| Participation rate | 84.1% | 73.0%+11.1pp | 81.4%+2.7pp | 69.3%+14.8pp |
| Annual return | 9.38% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,478 | $2,883-14.1% | $4,617-46.3% | $2,281+8.6% |
| Participant deferral / active EE | $4,114 | $4,840-15.0% | $5,984-31.2% | $3,203+28.4% |
| Admin fee / account holder | $532 | $4,826-89.0% | $8,357-93.6% | $4,296-87.6% |