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 | $34,730 | $64,480-46.1% | $81,382-57.3% | $80,856-57.0% |
| Participation rate | 82.5% | 63.9%+18.6pp | 69.5%+13.0pp | 67.6%+14.8pp |
| Annual return | 13.49% | 16.34%-2.9pp | 24.73%-11.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $10,720 | $1,978+441.8% | $2,463+335.3% | $2,755+289.1% |
| Participant deferral / active EE | $5,406 | $3,094+74.7% | $3,883+39.2% | $4,296+25.8% |
| Admin fee / account holder | $1,002 | $5,671-82.3% | $5,768-82.6% | $6,918-85.5% |