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 | $39,007 | $56,897-31.4% | $84,750-54.0% | $62,891-38.0% |
| Participation rate | 95.7% | 68.5%+27.2pp | 76.6%+19.2pp | 69.3%+26.4pp |
| Annual return | 6.91% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,279 | $2,400+78.3% | $3,574+19.7% | $2,281+87.6% |
| Participant deferral / active EE | $5,968 | $2,709+120.3% | $3,712+60.8% | $3,203+86.3% |
| Admin fee / account holder | $15,025 | $3,581+319.6% | $5,332+181.8% | $4,296+249.8% |