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 | $34,724 | $94,625-63.3% | $116,228-70.1% | $84,808-59.1% |
| Participation rate | 88.4% | 70.4%+17.9pp | 74.6%+13.8pp | 68.3%+20.1pp |
| Annual return | 18.12% | 20.40%-2.3pp | 90.06%-71.9pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,516 | $2,347-35.4% | $2,994-49.4% | $2,631-42.4% |
| Participant deferral / active EE | $2,709 | $3,972-31.8% | $4,953-45.3% | $4,212-35.7% |
| Admin fee / account holder | $965 | $10,091-90.4% | $11,989-91.9% | $7,344-86.9% |