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 | $33,480 | $93,071-64.0% | $74,583-55.1% | $273,961-87.8% |
| Participation rate | 92.3% | 74.9%+17.4pp | 68.1%+24.2pp | 83.0%+9.3pp |
| Annual return | 13.41% | 26.18%-12.8pp | 20.47%-7.1pp | 41.45%-28.0pp |
| Employer contribution / active EE | $4,066 | $3,160+28.7% | $2,525+61.0% | $4,869-16.5% |
| Participant deferral / active EE | $9,349 | $4,160+124.7% | $3,458+170.3% | $5,287+76.8% |
| Admin fee / account holder | $426 | $5,272-91.9% | $4,138-89.7% | $10,132-95.8% |