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 | $38,401 | $77,899-50.7% | $149,673-74.3% | $75,163-48.9% |
| Participation rate | 94.4% | 65.6%+28.9pp | 78.8%+15.7pp | 67.2%+27.3pp |
| Annual return | 29.33% | 31.72%-2.4pp | 134.42%-105.1pp | 160.62%-131.3pp |
| Employer contribution / active EE | $3,068 | $3,137-2.2% | $4,818-36.3% | $2,670+14.9% |
| Participant deferral / active EE | $2,649 | $3,411-22.3% | $5,680-53.4% | $4,125-35.8% |
| Admin fee / account holder | $7,930 | $5,956+33.1% | $13,210-40.0% | $5,651+40.3% |