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 | $29,630 | $43,723-32.2% | $121,196-75.6% | $64,186-53.8% |
| Participation rate | 97.1% | 58.3%+38.8pp | 71.7%+25.4pp | 69.6%+27.6pp |
| Annual return | 8.37% | 68.91%-60.5pp | 16.93%-8.6pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,171 | $1,296-9.7% | $4,022-70.9% | $2,381-50.8% |
| Participant deferral / active EE | $3,050 | $2,280+33.8% | $3,344-8.8% | $3,470-12.1% |
| Admin fee / account holder | $2,451 | $3,501-30.0% | $5,019-51.2% | $4,888-49.9% |