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 | $40,252 | $60,349-33.3% | $74,183-45.7% | $62,891-36.0% |
| Participation rate | 93.1% | 72.7%+20.3pp | 76.6%+16.4pp | 69.3%+23.7pp |
| Annual return | 7.15% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,502 | $1,680+48.9% | $2,370+5.6% | $2,281+9.7% |
| Participant deferral / active EE | $3,576 | $2,856+25.2% | $3,550+0.7% | $3,203+11.6% |
| Admin fee / account holder | $2,353 | $4,261-44.8% | $5,586-57.9% | $4,296-45.2% |