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 | $41,873 | $58,828-28.8% | $77,999-46.3% | $62,891-33.4% |
| Participation rate | 97.5% | 71.1%+26.4pp | 75.5%+22.0pp | 69.3%+28.2pp |
| Annual return | 9.14% | 17.16%-8.0pp | 425.96%-416.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,133 | $1,672+27.6% | $2,470-13.7% | $2,281-6.5% |
| Participant deferral / active EE | $3,818 | $2,686+42.2% | $3,497+9.2% | $3,203+19.2% |
| Admin fee / account holder | $1,032 | $4,393-76.5% | $5,480-81.2% | $4,296-76.0% |