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 | $57,033 | $121,719-53.1% | $210,053-72.8% | $116,462-51.0% |
| Participation rate | 97.4% | 76.0%+21.4pp | 80.8%+16.6pp | 74.7%+22.7pp |
| Annual return | 20.16% | 14.29%+5.9pp | 232.76%-212.6pp | 15.65%+4.5pp |
| Employer contribution / active EE | $3,780 | $2,386+58.4% | $4,521-16.4% | $3,231+17.0% |
| Participant deferral / active EE | $6,032 | $3,917+54.0% | $4,238+42.3% | $3,836+57.2% |
| Admin fee / account holder | $4,023 | $13,730-70.7% | $16,990-76.3% | $12,754-68.5% |