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 | $34,850 | $52,836-34.0% | $105,738-67.0% | $64,186-45.7% |
| Participation rate | 93.5% | 66.5%+27.0pp | 76.3%+17.2pp | 69.6%+24.0pp |
| Annual return | -7.24% | 14.30%-21.5pp | 6.27%-13.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,883 | $1,827+57.8% | $3,268-11.8% | $2,381+21.1% |
| Participant deferral / active EE | $4,606 | $2,545+81.0% | $4,080+12.9% | $3,470+32.8% |
| Admin fee / account holder | $4,035 | $3,959+1.9% | $6,913-41.6% | $4,888-17.5% |