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 | $21,749 | $95,193-77.2% | $76,523-71.6% | $135,375-83.9% |
| Participation rate | 92.3% | 74.4%+17.9pp | 68.0%+24.3pp | 82.6%+9.7pp |
| Annual return | 3.97% | 4.85%-0.9pp | -0.27%+4.2pp | 519.73%-515.8pp |
| Employer contribution / active EE | $1,044 | $3,302-68.4% | $2,647-60.6% | $4,779-78.2% |
| Participant deferral / active EE | $769 | $4,639-83.4% | $3,835-80.0% | $5,609-86.3% |
| Admin fee / account holder | $396 | $6,249-93.7% | $4,848-91.8% | $10,827-96.3% |