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 | $40,728 | $93,571-56.5% | $135,903-70.0% | $75,163-45.8% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 16.59% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,808 | $3,537-20.6% | $4,856-42.2% | $2,670+5.2% |
| Participant deferral / active EE | $5,477 | $6,404-14.5% | $7,758-29.4% | $4,125+32.8% |
| Admin fee / account holder | $11,431 | $6,975+63.9% | $10,762+6.2% | $5,651+102.3% |