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 | $30,877 | $72,012-57.1% | $185,823-83.4% | $79,858-61.3% |
| Participation rate | 88.9% | 65.8%+23.1pp | 78.0%+10.9pp | 69.6%+19.3pp |
| Annual return | 12.35% | 23.12%-10.8pp | 35.95%-23.6pp | 31.71%-19.4pp |
| Employer contribution / active EE | $378 | $1,965-80.7% | $4,087-90.7% | $2,471-84.7% |
| Participant deferral / active EE | $3,784 | $3,779+0.1% | $5,632-32.8% | $3,740+1.2% |
| Admin fee / account holder | $2,265 | $4,513-49.8% | $9,500-76.2% | $5,306-57.3% |