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 | $32,000 | $64,348-50.3% | $90,160-64.5% | $70,131-54.4% |
| Participation rate | 95.0% | 70.4%+24.6pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | 42.03% | 28.13%+13.9pp | 34.88%+7.1pp | 73.14%-31.1pp |
| Employer contribution / active EE | $1,516 | $2,046-25.9% | $3,318-54.3% | $2,342-35.3% |
| Participant deferral / active EE | $5,557 | $4,389+26.6% | $5,288+5.1% | $3,332+66.8% |
| Admin fee / account holder | $600 | $3,944-84.8% | $5,943-89.9% | $4,645-87.1% |