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 | $32,502 | $69,977-53.6% | $108,579-70.1% | $62,891-48.3% |
| Participation rate | 91.8% | 72.9%+18.9pp | 79.6%+12.3pp | 69.3%+22.5pp |
| Annual return | 5.90% | 10.73%-4.8pp | -51.70%+57.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,118 | $2,135-47.6% | $3,758-70.2% | $2,281-51.0% |
| Participant deferral / active EE | $1,864 | $3,165-41.1% | $4,311-56.8% | $3,203-41.8% |
| Admin fee / account holder | $2,171 | $5,076-57.2% | $7,645-71.6% | $4,296-49.5% |