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 | $40,252 | $67,606-40.5% | $82,313-51.1% | $70,131-42.6% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 17.39% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,872 | $1,755+63.7% | $2,428+18.3% | $2,342+22.6% |
| Participant deferral / active EE | $4,990 | $2,987+67.1% | $3,706+34.6% | $3,332+49.8% |
| Admin fee / account holder | $4,976 | $4,512+10.3% | $5,608-11.3% | $4,645+7.1% |