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 | $36,883 | $58,828-37.3% | $77,999-52.7% | $62,891-41.4% |
| Participation rate | 86.1% | 71.1%+15.1pp | 75.5%+10.6pp | 69.3%+16.8pp |
| Annual return | 10.72% | 17.16%-6.4pp | 425.96%-415.2pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,428 | $1,672-14.6% | $2,470-42.2% | $2,281-37.4% |
| Participant deferral / active EE | $3,338 | $2,686+24.3% | $3,497-4.5% | $3,203+4.2% |
| Admin fee / account holder | $398 | $4,393-91.0% | $5,480-92.7% | $4,296-90.7% |