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 | $37,160 | $87,841-57.7% | $133,980-72.3% | $62,891-40.9% |
| Participation rate | 88.0% | 83.4%+4.6pp | 87.1%+0.9pp | 69.3%+18.7pp |
| Annual return | 21.25% | 12.05%+9.2pp | 29.30%-8.0pp | 20.14%+1.1pp |
| Employer contribution / active EE | $6,694 | $3,483+92.2% | $5,211+28.4% | $2,281+193.5% |
| Participant deferral / active EE | $13,251 | $4,812+175.4% | $6,282+110.9% | $3,203+313.7% |
| Admin fee / account holder | $1,736 | $5,371-67.7% | $9,324-81.4% | $4,296-59.6% |