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 | $31,265 | $163,101-80.8% | $136,749-77.1% | $142,382-78.0% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 15.81% | 27.54%-11.7pp | 24.33%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,728 | $4,117-33.7% | $3,400-19.8% | $4,299-36.6% |
| Participant deferral / active EE | $6,186 | $5,585+10.8% | $4,692+31.8% | $6,507-4.9% |
| Admin fee / account holder | $1,281 | $14,318-91.1% | $11,386-88.8% | $12,624-89.9% |