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 | $40,391 | $89,355-54.8% | $141,162-71.4% | $72,985-44.7% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.3pp |
| Annual return | 24.22% | 111.85%-87.6pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $5,178 | $3,114+66.3% | $4,735+9.4% | $2,440+112.2% |
| Participant deferral / active EE | $3,535 | $5,418-34.8% | $6,709-47.3% | $3,607-2.0% |
| Admin fee / account holder | $1,027 | $5,958-82.8% | $10,261-90.0% | $5,124-80.0% |