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 | $22,237 | $60,022-63.0% | $88,946-75.0% | $84,808-73.8% |
| Participation rate | 86.7% | 57.8%+28.8pp | 68.8%+17.8pp | 68.3%+18.4pp |
| Annual return | 14.41% | 22.43%-8.0pp | 57.82%-43.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,138 | $1,703+84.3% | $2,555+22.8% | $2,631+19.3% |
| Participant deferral / active EE | $1,583 | $3,114-49.2% | $4,581-65.4% | $4,212-62.4% |
| Admin fee / account holder | $402 | $4,811-91.6% | $8,261-95.1% | $7,344-94.5% |