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 | $43,638 | $60,022-27.3% | $88,946-50.9% | $84,808-48.5% |
| Participation rate | 87.2% | 57.8%+29.4pp | 68.8%+18.4pp | 68.3%+18.9pp |
| Annual return | 15.76% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,232 | $1,703+31.1% | $2,555-12.7% | $2,631-15.2% |
| Participant deferral / active EE | $2,840 | $3,114-8.8% | $4,581-38.0% | $4,212-32.6% |
| Admin fee / account holder | $762 | $4,811-84.2% | $8,261-90.8% | $7,344-89.6% |