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 | $43,739 | $78,705-44.4% | $117,854-62.9% | $70,131-37.6% |
| Participation rate | 94.1% | 73.2%+20.9pp | 79.7%+14.5pp | 69.5%+24.6pp |
| Annual return | 27.65% | 23.30%+4.4pp | 335.08%-307.4pp | 73.14%-45.5pp |
| Employer contribution / active EE | $3,233 | $2,223+45.4% | $3,786-14.6% | $2,342+38.0% |
| Participant deferral / active EE | $6,533 | $3,297+98.1% | $4,482+45.8% | $3,332+96.1% |
| Admin fee / account holder | $2,390 | $5,065-52.8% | $8,020-70.2% | $4,645-48.6% |