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 | $39,659 | $58,828-32.6% | $77,999-49.2% | $62,891-36.9% |
| Participation rate | 89.7% | 71.1%+18.6pp | 75.5%+14.1pp | 69.3%+20.3pp |
| Annual return | 5.57% | 17.16%-11.6pp | 425.96%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,873 | $1,672+12.0% | $2,470-24.2% | $2,281-17.9% |
| Participant deferral / active EE | $3,238 | $2,686+20.6% | $3,497-7.4% | $3,203+1.1% |
| Admin fee / account holder | $1,066 | $4,393-75.7% | $5,480-80.6% | $4,296-75.2% |