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 | $31,289 | $63,861-51.0% | $104,607-70.1% | $79,858-60.8% |
| Participation rate | 94.7% | 64.9%+29.8pp | 74.1%+20.7pp | 69.6%+25.1pp |
| Annual return | 10.61% | 21.30%-10.7pp | 340.46%-329.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $6,157 | $1,588+287.7% | $2,681+129.7% | $2,471+149.2% |
| Participant deferral / active EE | $1,500 | $2,693-44.3% | $3,740-59.9% | $3,740-59.9% |
| Admin fee / account holder | $5,004 | $4,185+19.6% | $6,473-22.7% | $5,306-5.7% |