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 | $36,391 | $58,512-37.8% | $84,015-56.7% | $72,985-50.1% |
| Participation rate | 81.6% | 61.2%+20.4pp | 69.0%+12.6pp | 69.5%+12.1pp |
| Annual return | 20.77% | 28.93%-8.2pp | 71.31%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,535 | $1,163+32.0% | $1,983-22.6% | $2,440-37.1% |
| Participant deferral / active EE | $3,918 | $2,394+63.7% | $3,239+21.0% | $3,607+8.6% |
| Admin fee / account holder | $6,101 | $4,569+33.5% | $6,1010% | $5,124+19.0% |