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 | $28,271 | $76,552-63.1% | $123,892-77.2% | $62,891-55.0% |
| Participation rate | 98.4% | 73.0%+25.4pp | 81.4%+16.9pp | 69.3%+29.1pp |
| Annual return | 8.98% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,726 | $2,883-40.1% | $4,617-62.6% | $2,281-24.3% |
| Participant deferral / active EE | $2,656 | $4,840-45.1% | $5,984-55.6% | $3,203-17.1% |
| Admin fee / account holder | $392 | $4,826-91.9% | $8,357-95.3% | $4,296-90.9% |