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 | $43,945 | $53,777-18.3% | $134,143-67.2% | $79,858-45.0% |
| Participation rate | 78.9% | 58.8%+20.2pp | 72.2%+6.8pp | 69.6%+9.3pp |
| Annual return | 22.15% | 19.01%+3.1pp | 36.33%-14.2pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,822 | $1,321+37.9% | $3,704-50.8% | $2,471-26.3% |
| Participant deferral / active EE | $5,817 | $2,420+140.4% | $3,499+66.3% | $3,740+55.5% |
| Admin fee / account holder | $780 | $3,984-80.4% | $6,684-88.3% | $5,306-85.3% |