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 | $35,845 | $56,897-37.0% | $84,750-57.7% | $62,891-43.0% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 48.49% | 6.30%+42.2pp | 22.78%+25.7pp | 20.14%+28.3pp |
| Employer contribution / active EE | $4,814 | $2,400+100.6% | $3,574+34.7% | $2,281+111.1% |
| Participant deferral / active EE | $7,911 | $2,709+192.0% | $3,712+113.1% | $3,203+147.0% |
| Admin fee / account holder | $1,783 | $3,581-50.2% | $5,332-66.6% | $4,296-58.5% |