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 | $43,529 | $98,750-55.9% | $149,696-70.9% | $79,858-45.5% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 13.62% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,317 | $3,216-28.0% | $4,644-50.1% | $2,471-6.2% |
| Participant deferral / active EE | $5,940 | $5,680+4.6% | $6,842-13.2% | $3,740+58.8% |
| Admin fee / account holder | $1,114 | $6,053-81.6% | $9,309-88.0% | $5,306-79.0% |