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 | $29,042 | $58,828-50.6% | $77,999-62.8% | $62,891-53.8% |
| Participation rate | 95.1% | 71.1%+24.1pp | 75.5%+19.6pp | 69.3%+25.8pp |
| Annual return | 7.25% | 17.16%-9.9pp | 425.96%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,125 | $1,672+27.1% | $2,470-14.0% | $2,281-6.8% |
| Participant deferral / active EE | $2,966 | $2,686+10.4% | $3,497-15.2% | $3,203-7.4% |
| Admin fee / account holder | $2,892 | $4,393-34.2% | $5,480-47.2% | $4,296-32.7% |