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 | $31,189 | $63,355-50.8% | $91,989-66.1% | $72,985-57.3% |
| Participation rate | 85.7% | 72.5%+13.2pp | 78.6%+7.1pp | 69.5%+16.2pp |
| Annual return | 19.91% | 35.35%-15.4pp | 69.02%-49.1pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,073 | $2,116-49.3% | $3,452-68.9% | $2,440-56.0% |
| Participant deferral / active EE | $5,993 | $4,883+22.7% | $5,923+1.2% | $3,607+66.1% |
| Admin fee / account holder | $6,853 | $4,668+46.8% | $7,743-11.5% | $5,124+33.7% |