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 | $45,394 | $58,512-22.4% | $84,015-46.0% | $72,985-37.8% |
| Participation rate | 98.7% | 61.2%+37.4pp | 69.0%+29.7pp | 69.5%+29.2pp |
| Annual return | 22.61% | 28.93%-6.3pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $5,618 | $1,163+383.1% | $1,983+183.3% | $2,440+130.3% |
| Participant deferral / active EE | $2,078 | $2,394-13.2% | $3,239-35.8% | $3,607-42.4% |
| Admin fee / account holder | $659 | $4,569-85.6% | $6,101-89.2% | $5,124-87.1% |