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 | $39,148 | $63,764-38.6% | $81,930-52.2% | $79,858-51.0% |
| Participation rate | 79.1% | 67.5%+11.6pp | 72.0%+7.1pp | 69.6%+9.4pp |
| Annual return | 14.24% | 22.66%-8.4pp | 29.49%-15.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,836 | $1,795+57.9% | $4,310-34.2% | $2,471+14.8% |
| Participant deferral / active EE | $1,385 | $2,780-50.2% | $7,107-80.5% | $3,740-63.0% |
| Admin fee / account holder | $4,368 | $4,426-1.3% | $5,158-15.3% | $5,306-17.7% |