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 | $37,224 | $99,341-62.5% | $84,750-56.1% | $273,961-86.4% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 4.98% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $6,059 | $4,214+43.8% | $3,574+69.5% | $4,869+24.5% |
| Participant deferral / active EE | $5,373 | $4,269+25.8% | $3,712+44.8% | $5,287+1.6% |
| Admin fee / account holder | $8,322 | $6,644+25.2% | $5,332+56.1% | $10,132-17.9% |