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 | $35,811 | $192,717-81.4% | $142,449-74.9% | $139,434-74.3% |
| Participation rate | 85.7% | 81.5%+4.2pp | 76.8%+8.9pp | 80.3%+5.4pp |
| Annual return | 11.25% | 17.99%-6.7pp | 19.99%-8.7pp | 372.94%-361.7pp |
| Employer contribution / active EE | $4,459 | $5,806-23.2% | $4,847-8.0% | $4,751-6.1% |
| Participant deferral / active EE | $3,036 | $7,208-57.9% | $6,283-51.7% | $6,710-54.8% |
| Admin fee / account holder | $64,853 | $15,124+328.8% | $10,011+547.8% | $11,403+468.8% |