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 | $49,290 | $68,719-28.3% | $91,541-46.2% | $84,808-41.9% |
| Participation rate | 86.7% | 64.5%+22.2pp | 69.8%+16.9pp | 68.3%+18.4pp |
| Annual return | 15.25% | 19.12%-3.9pp | 20.50%-5.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,599 | $1,920+139.6% | $2,505+83.6% | $2,631+74.8% |
| Participant deferral / active EE | $3,692 | $3,136+17.8% | $4,008-7.9% | $4,212-12.3% |
| Admin fee / account holder | $425 | $5,786-92.7% | $6,956-93.9% | $7,344-94.2% |