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 | $21,194 | $76,552-72.3% | $123,892-82.9% | $62,891-66.3% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.2pp | 69.3%+20.3pp |
| Annual return | 13.47% | 18.68%-5.2pp | 47.52%-34.0pp | 20.14%-6.7pp |
| Employer contribution / active EE | $1,396 | $2,883-51.6% | $4,617-69.8% | $2,281-38.8% |
| Participant deferral / active EE | $7,083 | $4,840+46.3% | $5,984+18.4% | $3,203+121.1% |
| Admin fee / account holder | $784 | $4,826-83.8% | $8,357-90.6% | $4,296-81.8% |