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 | $39,755 | $81,460-51.2% | $103,333-61.5% | $80,856-50.8% |
| Participation rate | 86.1% | 66.8%+19.2pp | 74.5%+11.6pp | 67.6%+18.4pp |
| Annual return | 11.67% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,525 | $3,105-50.9% | $3,868-60.6% | $2,755-44.6% |
| Participant deferral / active EE | $4,115 | $3,869+6.4% | $5,057-18.6% | $4,296-4.2% |
| Admin fee / account holder | $839 | $6,566-87.2% | $8,355-90.0% | $6,918-87.9% |