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 | $33,797 | $45,073-25.0% | $69,455-51.3% | $72,985-53.7% |
| Participation rate | 75.8% | 68.5%+7.3pp | 74.6%+1.1pp | 69.5%+6.3pp |
| Annual return | 25.12% | 22.65%+2.5pp | 28.97%-3.9pp | 81.00%-55.9pp |
| Employer contribution / active EE | $4,107 | $2,054+99.9% | $2,779+47.8% | $2,440+68.3% |
| Participant deferral / active EE | $3,637 | $2,602+39.8% | $3,535+2.9% | $3,607+0.8% |
| Admin fee / account holder | $4,058 | $3,056+32.8% | $3,839+5.7% | $5,124-20.8% |