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 | $40,826 | $58,512-30.2% | $84,015-51.4% | $72,985-44.1% |
| Participation rate | 92.5% | 61.2%+31.3pp | 69.0%+23.5pp | 69.5%+23.1pp |
| Annual return | 22.33% | 28.93%-6.6pp | 71.31%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,147 | $1,163+84.6% | $1,983+8.2% | $2,440-12.0% |
| Participant deferral / active EE | $3,217 | $2,394+34.4% | $3,239-0.7% | $3,607-10.8% |
| Admin fee / account holder | $1,178 | $4,569-74.2% | $6,101-80.7% | $5,124-77.0% |