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 | $41,555 | $68,547-39.4% | $120,354-65.5% | $80,856-48.6% |
| Participation rate | 98.3% | 61.6%+36.7pp | 71.9%+26.4pp | 67.6%+30.7pp |
| Annual return | 13.60% | 23.60%-10.0pp | 107.15%-93.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,994 | $2,051+46.0% | $3,463-13.5% | $2,755+8.7% |
| Participant deferral / active EE | $4,992 | $3,173+57.3% | $4,9910% | $4,296+16.2% |
| Admin fee / account holder | $2,135 | $5,732-62.8% | $9,423-77.3% | $6,918-69.1% |