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 | $32,352 | $101,724-68.2% | $164,813-80.4% | $80,856-60.0% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.6%+25.5pp |
| Annual return | 21.90% | 16.72%+5.2pp | 69.93%-48.0pp | 35.59%-13.7pp |
| Employer contribution / active EE | $1,710 | $2,953-42.1% | $4,341-60.6% | $2,755-37.9% |
| Participant deferral / active EE | $3,028 | $4,477-32.4% | $6,031-49.8% | $4,296-29.5% |
| Admin fee / account holder | $14,471 | $8,227+75.9% | $12,690+14.0% | $6,918+109.2% |