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 | $28,511 | $49,227-42.1% | $70,449-59.5% | $79,858-64.3% |
| Participation rate | 93.5% | 69.2%+24.3pp | 75.1%+18.4pp | 69.6%+23.8pp |
| Annual return | 16.11% | 30.06%-14.0pp | 109.03%-92.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,612 | $2,099+24.4% | $2,737-4.6% | $2,471+5.7% |
| Participant deferral / active EE | $3,185 | $2,768+15.1% | $3,709-14.1% | $3,740-14.8% |
| Admin fee / account holder | $6,733 | $2,878+133.9% | $3,845+75.1% | $5,306+26.9% |