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 5-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 | $29,590 | $77,899-62.0% | $149,673-80.2% | $75,163-60.6% |
| Participation rate | 89.7% | 65.6%+24.1pp | 78.8%+10.9pp | 67.2%+22.5pp |
| Annual return | 14.75% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $827 | $3,137-73.7% | $4,818-82.8% | $2,670-69.0% |
| Participant deferral / active EE | $2,991 | $3,411-12.3% | $5,680-47.3% | $4,125-27.5% |
| Admin fee / account holder | $377 | $5,956-93.7% | $13,210-97.1% | $5,651-93.3% |