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 | $43,594 | $65,703-33.6% | $94,224-53.7% | $59,632-26.9% |
| Participation rate | 87.1% | 72.1%+15.0pp | 78.8%+8.3pp | 68.7%+18.4pp |
| Annual return | 6.55% | 5.22%+1.3pp | 10.68%-4.1pp | 2041.28%-2034.7pp |
| Employer contribution / active EE | $10,182 | $2,021+403.9% | $3,587+183.9% | $2,203+362.3% |
| Participant deferral / active EE | $9,029 | $3,143+187.3% | $4,320+109.0% | $3,192+182.9% |
| Admin fee / account holder | $8,043 | $4,264+88.6% | $6,269+28.3% | $4,297+87.2% |