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 | $45,196 | $58,512-22.8% | $84,015-46.2% | $72,985-38.1% |
| Participation rate | 86.1% | 61.2%+24.9pp | 69.0%+17.1pp | 69.5%+16.6pp |
| Annual return | 19.96% | 28.93%-9.0pp | 71.31%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,231 | $1,163+91.9% | $1,983+12.5% | $2,440-8.5% |
| Participant deferral / active EE | $3,641 | $2,394+52.1% | $3,239+12.4% | $3,607+0.9% |
| Admin fee / account holder | $2,692 | $4,569-41.1% | $6,101-55.9% | $5,124-47.5% |