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 | $30,095 | $77,813-61.3% | $123,544-75.6% | $64,186-53.1% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | 1.57% | 12.48%-10.9pp | 119.20%-117.6pp | 7.63%-6.1pp |
| Employer contribution / active EE | $2,386 | $3,014-20.8% | $4,628-48.4% | $2,381+0.2% |
| Participant deferral / active EE | $4,098 | $5,240-21.8% | $6,426-36.2% | $3,470+18.1% |
| Admin fee / account holder | $6,365 | $5,519+15.3% | $9,284-31.4% | $4,888+30.2% |