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 | $34,024 | $63,764-46.6% | $81,930-58.5% | $79,858-57.4% |
| Participation rate | 84.6% | 67.5%+17.1pp | 72.0%+12.6pp | 69.6%+15.0pp |
| Annual return | 15.95% | 22.66%-6.7pp | 29.49%-13.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,645 | $1,795+47.3% | $4,310-38.6% | $2,471+7.1% |
| Participant deferral / active EE | $4,323 | $2,780+55.5% | $7,107-39.2% | $3,740+15.6% |
| Admin fee / account holder | $7,649 | $4,426+72.8% | $5,158+48.3% | $5,306+44.1% |