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 | $28,842 | $84,233-65.8% | $170,442-83.1% | $70,131-58.9% |
| Participation rate | 89.3% | 70.8%+18.5pp | 83.6%+5.7pp | 69.5%+19.7pp |
| Annual return | 19.39% | 23.06%-3.7pp | 205.93%-186.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,958 | $3,387+16.9% | $5,433-27.1% | $2,342+69.0% |
| Participant deferral / active EE | $1,390 | $3,086-54.9% | $4,939-71.9% | $3,332-58.3% |
| Admin fee / account holder | $10,397 | $5,698+82.5% | $13,880-25.1% | $4,645+123.8% |