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 | $24,293 | $56,277-56.8% | $80,975-70.0% | $62,891-61.4% |
| Participation rate | 97.1% | 69.0%+28.2pp | 75.8%+21.3pp | 69.3%+27.8pp |
| Annual return | 12.45% | 22.12%-9.7pp | 17.10%-4.6pp | 20.14%-7.7pp |
| Employer contribution / active EE | $2,673 | $1,943+37.6% | $3,714-28.0% | $2,281+17.2% |
| Participant deferral / active EE | $6,985 | $4,195+66.5% | $5,696+22.6% | $3,203+118.1% |
| Admin fee / account holder | $437 | $3,741-88.3% | $5,516-92.1% | $4,296-89.8% |