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 | $51,710 | $56,484-8.5% | $169,463-69.5% | $64,186-19.4% |
| Participation rate | 97.6% | 64.5%+33.1pp | 77.8%+19.8pp | 69.6%+28.1pp |
| Annual return | 1.14% | -1.55%+2.7pp | 1.83%-0.7pp | 7.63%-6.5pp |
| Employer contribution / active EE | $833 | $1,832-54.5% | $4,159-80.0% | $2,381-65.0% |
| Participant deferral / active EE | $3,180 | $3,448-7.8% | $5,277-39.7% | $3,470-8.4% |
| Admin fee / account holder | $428 | $4,174-89.8% | $9,109-95.3% | $4,888-91.2% |