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 | $34,696 | $48,076-27.8% | $78,689-55.9% | $62,891-44.8% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.6%+23.1pp | 69.3%+27.4pp |
| Annual return | 5.99% | 31.35%-25.4pp | 62.18%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,665 | $2,015+32.3% | $2,851-6.5% | $2,281+16.8% |
| Participant deferral / active EE | $3,505 | $2,588+35.5% | $3,517-0.3% | $3,203+9.4% |
| Admin fee / account holder | $1,674 | $3,207-47.8% | $4,510-62.9% | $4,296-61.0% |