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 | $30,660 | $77,813-60.6% | $123,544-75.2% | $64,186-52.2% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | 18.82% | 12.48%+6.3pp | 119.20%-100.4pp | 7.63%+11.2pp |
| Employer contribution / active EE | $2,186 | $3,014-27.5% | $4,628-52.8% | $2,381-8.2% |
| Participant deferral / active EE | $2,672 | $5,240-49.0% | $6,426-58.4% | $3,470-23.0% |
| Admin fee / account holder | $2,648 | $5,519-52.0% | $9,284-71.5% | $4,888-45.8% |