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 | $38,292 | $88,707-56.8% | $74,183-48.4% | $273,961-86.0% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 13.87% | 11.94%+1.9pp | 17.74%-3.9pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,927 | $3,159-39.0% | $2,370-18.7% | $4,869-60.4% |
| Participant deferral / active EE | $2,609 | $4,212-38.0% | $3,550-26.5% | $5,287-50.7% |
| Admin fee / account holder | $1,161 | $8,717-86.7% | $5,586-79.2% | $10,132-88.5% |