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 | $24,164 | $51,708-53.3% | $106,619-77.3% | $62,891-61.6% |
| Participation rate | 97.7% | 66.9%+30.9pp | 78.0%+19.7pp | 69.3%+28.4pp |
| Annual return | 6.58% | 4.69%+1.9pp | 9.42%-2.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,657 | $1,764+107.3% | $3,947-7.4% | $2,281+60.3% |
| Participant deferral / active EE | $3,545 | $2,315+53.1% | $3,930-9.8% | $3,203+10.7% |
| Admin fee / account holder | $455 | $3,349-86.4% | $6,418-92.9% | $4,296-89.4% |