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 | $37,598 | $106,749-64.8% | $145,433-74.1% | $82,448-54.4% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 19.41% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,112 | $3,444-9.6% | $4,554-31.7% | $2,551+22.0% |
| Participant deferral / active EE | $7,593 | $6,519+16.5% | $7,897-3.9% | $4,139+83.4% |
| Admin fee / account holder | $2,724 | $8,390-67.5% | $13,129-79.2% | $7,234-62.3% |