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 | $34,723 | $49,025-29.2% | $87,507-60.3% | $62,891-44.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 26.60% | 10.02%+16.6pp | 12.21%+14.4pp | 20.14%+6.5pp |
| Employer contribution / active EE | $1,841 | $1,372+34.2% | $2,550-27.8% | $2,281-19.3% |
| Participant deferral / active EE | $3,824 | $2,289+67.0% | $3,149+21.4% | $3,203+19.4% |
| Admin fee / account holder | $3,058 | $4,065-24.8% | $4,221-27.6% | $4,296-28.8% |