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 | $38,961 | $81,460-52.2% | $103,333-62.3% | $80,856-51.8% |
| Participation rate | 84.6% | 66.8%+17.8pp | 74.5%+10.1pp | 67.6%+17.0pp |
| Annual return | 12.63% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,319 | $3,105+71.3% | $3,868+37.5% | $2,755+93.1% |
| Participant deferral / active EE | $4,590 | $3,869+18.6% | $5,057-9.2% | $4,296+6.8% |
| Admin fee / account holder | $2,402 | $6,566-63.4% | $8,355-71.2% | $6,918-65.3% |