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 | $54,900 | $68,547-19.9% | $120,354-54.4% | $80,856-32.1% |
| Participation rate | 73.8% | 61.6%+12.2pp | 71.9%+1.9pp | 67.6%+6.2pp |
| Annual return | 27.55% | 23.60%+4.0pp | 107.15%-79.6pp | 35.59%-8.0pp |
| Employer contribution / active EE | $1,012 | $2,051-50.7% | $3,463-70.8% | $2,755-63.3% |
| Participant deferral / active EE | $2,720 | $3,173-14.3% | $4,991-45.5% | $4,296-36.7% |
| Admin fee / account holder | $4,765 | $5,732-16.9% | $9,423-49.4% | $6,918-31.1% |