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 | $35,108 | $58,828-40.3% | $77,999-55.0% | $62,891-44.2% |
| Participation rate | 78.6% | 71.1%+7.5pp | 75.5%+3.0pp | 69.3%+9.3pp |
| Annual return | 6.43% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,490 | $1,672-10.9% | $2,470-39.7% | $2,281-34.7% |
| Participant deferral / active EE | $3,562 | $2,686+32.6% | $3,497+1.9% | $3,203+11.2% |
| Admin fee / account holder | $1,298 | $4,393-70.5% | $5,480-76.3% | $4,296-69.8% |