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 | $36,342 | $67,606-46.2% | $82,313-55.8% | $70,131-48.2% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 13.66% | 21.57%-7.9pp | 25.88%-12.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,283 | $1,755-26.9% | $2,428-47.2% | $2,342-45.2% |
| Participant deferral / active EE | $4,142 | $2,987+38.7% | $3,706+11.8% | $3,332+24.3% |
| Admin fee / account holder | $1,317 | $4,512-70.8% | $5,608-76.5% | $4,645-71.6% |