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 | $39,025 | $51,604-24.4% | $129,295-69.8% | $80,874-51.7% |
| Participation rate | 81.6% | 57.0%+24.7pp | 69.6%+12.0pp | 67.6%+14.0pp |
| Annual return | 13.42% | 20.76%-7.3pp | 9429.28%-9415.9pp | 35.62%-22.2pp |
| Employer contribution / active EE | $3,683 | $1,585+132.4% | $4,157-11.4% | $2,756+33.7% |
| Participant deferral / active EE | $6,984 | $2,670+161.5% | $4,169+67.5% | $4,297+62.5% |
| Admin fee / account holder | $4,373 | $4,310+1.5% | $7,665-43.0% | $6,935-37.0% |