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 | $42,375 | $76,552-44.6% | $123,892-65.8% | $62,891-32.6% |
| Participation rate | 98.3% | 73.0%+25.4pp | 81.4%+16.9pp | 69.3%+29.0pp |
| Annual return | 12.49% | 18.68%-6.2pp | 47.52%-35.0pp | 20.14%-7.7pp |
| Employer contribution / active EE | $3,594 | $2,883+24.7% | $4,617-22.1% | $2,281+57.6% |
| Participant deferral / active EE | $7,316 | $4,840+51.2% | $5,984+22.3% | $3,203+128.4% |
| Admin fee / account holder | $2,345 | $4,826-51.4% | $8,357-71.9% | $4,296-45.4% |