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 | $30,484 | $76,552-60.2% | $123,892-75.4% | $62,891-51.5% |
| Participation rate | 96.8% | 73.0%+23.8pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | 5.92% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,238 | $2,883+12.3% | $4,617-29.9% | $2,281+42.0% |
| Participant deferral / active EE | $6,211 | $4,840+28.3% | $5,984+3.8% | $3,203+93.9% |
| Admin fee / account holder | $9,345 | $4,826+93.6% | $8,357+11.8% | $4,296+117.5% |