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 | $40,996 | $63,355-35.3% | $91,989-55.4% | $72,985-43.8% |
| Participation rate | 87.9% | 72.5%+15.4pp | 78.6%+9.3pp | 69.5%+18.4pp |
| Annual return | 27.09% | 35.35%-8.3pp | 69.02%-41.9pp | 81.00%-53.9pp |
| Employer contribution / active EE | $1,497 | $2,116-29.2% | $3,452-56.6% | $2,440-38.6% |
| Participant deferral / active EE | $7,226 | $4,883+48.0% | $5,923+22.0% | $3,607+100.3% |
| Admin fee / account holder | $8,355 | $4,668+79.0% | $7,743+7.9% | $5,124+63.0% |