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 | $30,899 | $82,032-62.3% | $123,104-74.9% | $59,632-48.2% |
| Participation rate | 97.4% | 83.2%+14.2pp | 86.8%+10.6pp | 68.7%+28.7pp |
| Annual return | 0.90% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,924 | $3,297-11.3% | $5,151-43.2% | $2,203+32.8% |
| Participant deferral / active EE | $5,100 | $4,667+9.3% | $6,230-18.1% | $3,192+59.8% |
| Admin fee / account holder | $1,912 | $5,881-67.5% | $9,015-78.8% | $4,297-55.5% |