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 | $35,295 | $58,828-40.0% | $77,999-54.7% | $62,891-43.9% |
| Participation rate | 97.9% | 71.1%+26.9pp | 75.5%+22.4pp | 69.3%+28.6pp |
| Annual return | 8.15% | 17.16%-9.0pp | 425.96%-417.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,426 | $1,672+45.1% | $2,470-1.8% | $2,281+6.4% |
| Participant deferral / active EE | $4,754 | $2,686+77.0% | $3,497+36.0% | $3,203+48.4% |
| Admin fee / account holder | $5,273 | $4,393+20.0% | $5,480-3.8% | $4,296+22.8% |