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 | $35,104 | $74,927-53.1% | $101,794-65.5% | $84,808-58.6% |
| Participation rate | 76.7% | 61.4%+15.3pp | 69.2%+7.5pp | 68.3%+8.4pp |
| Annual return | 15.01% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,045 | $1,522+34.4% | $2,289-10.7% | $2,631-22.3% |
| Participant deferral / active EE | $4,524 | $3,099+46.0% | $4,084+10.8% | $4,212+7.4% |
| Admin fee / account holder | $7,675 | $6,514+17.8% | $8,777-12.6% | $7,344+4.5% |