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 | $48,826 | $58,828-17.0% | $77,999-37.4% | $62,891-22.4% |
| Participation rate | 78.6% | 71.1%+7.5pp | 75.5%+3.0pp | 69.3%+9.3pp |
| Annual return | 5.37% | 17.16%-11.8pp | 425.96%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,792 | $1,672+67.0% | $2,470+13.0% | $2,281+22.4% |
| Participant deferral / active EE | $5,032 | $2,686+87.4% | $3,497+43.9% | $3,203+57.1% |
| Admin fee / account holder | $1,596 | $4,393-63.7% | $5,480-70.9% | $4,296-62.8% |