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 | $28,173 | $98,750-71.5% | $149,696-81.2% | $79,858-64.7% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 28.10% | 27.43%+0.7pp | 276.60%-248.5pp | 31.71%-3.6pp |
| Employer contribution / active EE | $2,416 | $3,216-24.9% | $4,644-48.0% | $2,471-2.2% |
| Participant deferral / active EE | $7,177 | $5,680+26.4% | $6,842+4.9% | $3,740+91.9% |
| Admin fee / account holder | $5,382 | $6,053-11.1% | $9,309-42.2% | $5,306+1.4% |