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 | $27,751 | $88,707-68.7% | $74,183-62.6% | $273,961-89.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 9.37% | 11.94%-2.6pp | 17.74%-8.4pp | 41.45%-32.1pp |
| Employer contribution / active EE | $3,714 | $3,159+17.6% | $2,370+56.7% | $4,869-23.7% |
| Participant deferral / active EE | $10,114 | $4,212+140.1% | $3,550+184.9% | $5,287+91.3% |
| Admin fee / account holder | $5,760 | $8,717-33.9% | $5,586+3.1% | $10,132-43.2% |