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 | $42,229 | $78,926-46.5% | $136,749-69.1% | $84,808-50.2% |
| Participation rate | 98.5% | 62.2%+36.3pp | 72.1%+26.3pp | 68.3%+30.2pp |
| Annual return | 14.69% | 18.17%-3.5pp | 24.33%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,357 | $2,134+57.3% | $3,400-1.3% | $2,631+27.6% |
| Participant deferral / active EE | $5,489 | $3,168+73.2% | $4,692+17.0% | $4,212+30.3% |
| Admin fee / account holder | $7,992 | $6,369+25.5% | $11,386-29.8% | $7,344+8.8% |