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 | $33,663 | $39,122-14.0% | $57,179-41.1% | $62,891-46.5% |
| Participation rate | 96.6% | 70.5%+26.0pp | 75.3%+21.2pp | 69.3%+27.2pp |
| Annual return | 14.05% | 9.23%+4.8pp | 14.59%-0.5pp | 20.14%-6.1pp |
| Employer contribution / active EE | $7,145 | $1,874+281.3% | $2,682+166.4% | $2,281+213.3% |
| Participant deferral / active EE | $5,237 | $2,374+120.6% | $3,096+69.2% | $3,203+63.5% |
| Admin fee / account holder | $8,894 | $2,592+243.2% | $3,139+183.4% | $4,296+107.1% |