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 | $30,046 | $56,897-47.2% | $84,750-64.5% | $62,891-52.2% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 5.60% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,687 | $2,400+12.0% | $3,574-24.8% | $2,281+17.8% |
| Participant deferral / active EE | $4,439 | $2,709+63.9% | $3,712+19.6% | $3,203+38.6% |
| Admin fee / account holder | $828 | $3,581-76.9% | $5,332-84.5% | $4,296-80.7% |