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 | $38,824 | $58,828-34.0% | $77,999-50.2% | $62,891-38.3% |
| Participation rate | 96.5% | 71.1%+25.4pp | 75.5%+21.0pp | 69.3%+27.2pp |
| Annual return | 5.30% | 17.16%-11.9pp | 425.96%-420.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $5,246 | $1,672+213.8% | $2,470+112.4% | $2,281+130.0% |
| Participant deferral / active EE | $3,980 | $2,686+48.2% | $3,497+13.8% | $3,203+24.3% |
| Admin fee / account holder | $2,708 | $4,393-38.4% | $5,480-50.6% | $4,296-37.0% |