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 | $60,159 | $65,685-8.4% | $57,179+5.2% | $273,961-78.0% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | 6.18% | 21.99%-15.8pp | 14.59%-8.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $917 | $3,279-72.0% | $2,682-65.8% | $4,869-81.2% |
| Participant deferral / active EE | $7,590 | $3,782+100.7% | $3,096+145.1% | $5,287+43.6% |
| Admin fee / account holder | $450 | $4,835-90.7% | $3,139-85.7% | $10,132-95.6% |