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 | $46,992 | $34,308+37.0% | $74,701-37.1% | $72,985-35.6% |
| Participation rate | 89.4% | 42.4%+47.0pp | 54.5%+34.9pp | 69.5%+19.9pp |
| Annual return | 27.35% | 26.58%+0.8pp | 752.92%-725.6pp | 81.00%-53.7pp |
| Employer contribution / active EE | $954 | $692+37.9% | $1,084-12.0% | $2,440-60.9% |
| Participant deferral / active EE | $1,566 | $1,271+23.2% | $1,964-20.3% | $3,607-56.6% |
| Admin fee / account holder | $1,294 | $2,124-39.1% | $3,333-61.2% | $5,124-74.8% |