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 | $33,726 | $84,233-60.0% | $170,442-80.2% | $70,131-51.9% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 18.12% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,246 | $3,387-63.2% | $5,433-77.1% | $2,342-46.8% |
| Participant deferral / active EE | $3,506 | $3,086+13.6% | $4,939-29.0% | $3,332+5.2% |
| Admin fee / account holder | $3,192 | $5,698-44.0% | $13,880-77.0% | $4,645-31.3% |