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 | $33,226 | $39,122-15.1% | $57,179-41.9% | $62,891-47.2% |
| Participation rate | 99.0% | 70.5%+28.5pp | 75.3%+23.6pp | 69.3%+29.7pp |
| Annual return | 8.22% | 9.23%-1.0pp | 14.59%-6.4pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,553 | $1,874+36.2% | $2,682-4.8% | $2,281+11.9% |
| Participant deferral / active EE | $1,192 | $2,374-49.8% | $3,096-61.5% | $3,203-62.8% |
| Admin fee / account holder | $2,032 | $2,592-21.6% | $3,139-35.3% | $4,296-52.7% |