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 | $33,095 | $53,777-38.5% | $134,143-75.3% | $79,858-58.6% |
| Participation rate | 76.8% | 58.8%+18.0pp | 72.2%+4.6pp | 69.6%+7.2pp |
| Annual return | 20.70% | 19.01%+1.7pp | 36.33%-15.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,907 | $1,321+44.3% | $3,704-48.5% | $2,471-22.8% |
| Participant deferral / active EE | $2,576 | $2,420+6.4% | $3,499-26.4% | $3,740-31.1% |
| Admin fee / account holder | $1,213 | $3,984-69.6% | $6,684-81.9% | $5,306-77.1% |