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 | $35,968 | $76,552-53.0% | $123,892-71.0% | $62,891-42.8% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 8.13% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,982 | $2,883-31.2% | $4,617-57.1% | $2,281-13.1% |
| Participant deferral / active EE | $2,916 | $4,840-39.8% | $5,984-51.3% | $3,203-9.0% |
| Admin fee / account holder | $6,252 | $4,826+29.6% | $8,357-25.2% | $4,296+45.6% |