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 | $31,902 | $86,929-63.3% | $102,423-68.9% | $80,856-60.5% |
| Participation rate | 82.1% | 72.4%+9.8pp | 76.5%+5.7pp | 67.6%+14.5pp |
| Annual return | 12.13% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,905 | $2,369-19.6% | $3,023-37.0% | $2,755-30.8% |
| Participant deferral / active EE | $5,027 | $4,118+22.1% | $5,053-0.5% | $4,296+17.0% |
| Admin fee / account holder | $32,126 | $8,049+299.1% | $9,451+239.9% | $6,918+364.4% |