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 | $29,658 | $93,571-68.3% | $135,903-78.2% | $75,163-60.5% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 16.93% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,179 | $3,537-38.4% | $4,856-55.1% | $2,670-18.4% |
| Participant deferral / active EE | $4,230 | $6,404-33.9% | $7,758-45.5% | $4,125+2.5% |
| Admin fee / account holder | $346 | $6,975-95.0% | $10,762-96.8% | $5,651-93.9% |