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 | $31,167 | $72,277-56.9% | $101,248-69.2% | $79,858-61.0% |
| Participation rate | 81.3% | 68.5%+12.8pp | 75.8%+5.4pp | 69.6%+11.6pp |
| Annual return | 15.41% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,602 | $2,692-40.5% | $3,660-56.2% | $2,471-35.2% |
| Participant deferral / active EE | $3,362 | $3,282+2.5% | $4,370-23.1% | $3,740-10.1% |
| Admin fee / account holder | $506 | $4,400-88.5% | $5,945-91.5% | $5,306-90.5% |