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 | $39,395 | $60,349-34.7% | $74,183-46.9% | $62,891-37.4% |
| Participation rate | 93.9% | 72.7%+21.2pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | 11.58% | 21.37%-9.8pp | 17.74%-6.2pp | 20.14%-8.6pp |
| Employer contribution / active EE | $2,603 | $1,680+54.9% | $2,370+9.8% | $2,281+14.1% |
| Participant deferral / active EE | $4,728 | $2,856+65.6% | $3,550+33.2% | $3,203+47.6% |
| Admin fee / account holder | $4,979 | $4,261+16.8% | $5,586-10.9% | $4,296+15.9% |