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 | $45,503 | $56,277-19.1% | $80,975-43.8% | $62,891-27.6% |
| Participation rate | 79.5% | 69.0%+10.6pp | 75.8%+3.7pp | 69.3%+10.2pp |
| Annual return | 18.99% | 22.12%-3.1pp | 17.10%+1.9pp | 20.14%-1.2pp |
| Employer contribution / active EE | $3,259 | $1,943+67.7% | $3,714-12.3% | $2,281+42.9% |
| Participant deferral / active EE | $6,354 | $4,195+51.5% | $5,696+11.5% | $3,203+98.4% |
| Admin fee / account holder | $789 | $3,741-78.9% | $5,516-85.7% | $4,296-81.6% |