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 | $27,690 | $51,708-46.4% | $106,619-74.0% | $62,891-56.0% |
| Participation rate | 98.8% | 66.9%+31.9pp | 78.0%+20.8pp | 69.3%+29.5pp |
| Annual return | 5.03% | 4.69%+0.3pp | 9.42%-4.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,160 | $1,764-34.3% | $3,947-70.6% | $2,281-49.2% |
| Participant deferral / active EE | $2,470 | $2,315+6.7% | $3,930-37.1% | $3,203-22.9% |
| Admin fee / account holder | $13,172 | $3,349+293.4% | $6,418+105.2% | $4,296+206.7% |