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 6-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 | $29,742 | $72,277-58.8% | $101,248-70.6% | $79,858-62.8% |
| Participation rate | 74.4% | 68.5%+5.9pp | 75.8%-1.4pp | 69.6%+4.7pp |
| Annual return | 11.03% | 22.30%-11.3pp | 46.47%-35.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $641 | $2,692-76.2% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $1,599 | $3,282-51.3% | $4,370-63.4% | $3,740-57.3% |
| Admin fee / account holder | $8,100 | $4,400+84.1% | $5,945+36.2% | $5,306+52.7% |