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 | $46,878 | $53,777-12.8% | $134,143-65.1% | $79,858-41.3% |
| Participation rate | 77.1% | 58.8%+18.4pp | 72.2%+5.0pp | 69.6%+7.5pp |
| Annual return | 12.10% | 19.01%-6.9pp | 36.33%-24.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,189 | $1,321+65.7% | $3,704-40.9% | $2,471-11.4% |
| Participant deferral / active EE | $4,779 | $2,420+97.5% | $3,499+36.6% | $3,740+27.8% |
| Admin fee / account holder | $6,035 | $3,984+51.5% | $6,684-9.7% | $5,306+13.7% |