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 7-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 | $47,606 | $78,520-39.4% | $96,576-50.7% | $82,448-42.3% |
| Participation rate | 96.9% | 77.7%+19.1pp | 81.4%+15.4pp | 68.1%+28.8pp |
| Annual return | 19.56% | 41.30%-21.7pp | 38.47%-18.9pp | 41.64%-22.1pp |
| Employer contribution / active EE | $4,805 | $2,630+82.7% | $3,553+35.2% | $2,551+88.4% |
| Participant deferral / active EE | $10,901 | $6,754+61.4% | $7,956+37.0% | $4,139+163.4% |
| Admin fee / account holder | $7,070 | $13,455-47.5% | $11,381-37.9% | $7,234-2.3% |