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 | $36,616 | $99,341-63.1% | $84,750-56.8% | $273,961-86.6% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 8.72% | 22.93%-14.2pp | 22.78%-14.1pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,625 | $4,214-37.7% | $3,574-26.6% | $4,869-46.1% |
| Participant deferral / active EE | $6,827 | $4,269+59.9% | $3,712+83.9% | $5,287+29.1% |
| Admin fee / account holder | $11,536 | $6,644+73.6% | $5,332+116.3% | $10,132+13.9% |