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 | $22,129 | $56,897-61.1% | $84,750-73.9% | $62,891-64.8% |
| Participation rate | 88.5% | 68.5%+19.9pp | 76.6%+11.9pp | 69.3%+19.2pp |
| Annual return | 9.78% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $5,208 | $2,400+117.0% | $3,574+45.7% | $2,281+128.3% |
| Participant deferral / active EE | $2,084 | $2,709-23.1% | $3,712-43.8% | $3,203-34.9% |
| Admin fee / account holder | $2,099 | $3,581-41.4% | $5,332-60.6% | $4,296-51.1% |