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 | $41,823 | $109,881-61.9% | $150,045-72.1% | $84,808-50.7% |
| Participation rate | 78.1% | 76.1%+2.0pp | 82.3%-4.2pp | 68.3%+9.8pp |
| Annual return | 18.59% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,156 | $3,561+16.7% | $4,693-11.5% | $2,631+58.0% |
| Participant deferral / active EE | $3,170 | $6,636-52.2% | $7,997-60.4% | $4,212-24.7% |
| Admin fee / account holder | $5,642 | $8,568-34.2% | $13,435-58.0% | $7,344-23.2% |