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 | $34,023 | $67,606-49.7% | $82,313-58.7% | $70,131-51.5% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.9%+8.1pp | 69.5%+15.5pp |
| Annual return | 18.12% | 21.57%-3.4pp | 25.88%-7.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,399 | $1,755-20.3% | $2,428-42.4% | $2,342-40.3% |
| Participant deferral / active EE | $3,877 | $2,987+29.8% | $3,706+4.6% | $3,332+16.4% |
| Admin fee / account holder | $2,617 | $4,512-42.0% | $5,608-53.3% | $4,645-43.7% |