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 | $34,594 | $99,341-65.2% | $84,750-59.2% | $273,961-87.4% |
| Participation rate | 81.3% | 80.7%+0.6pp | 76.6%+4.7pp | 83.0%-1.8pp |
| Annual return | 7.40% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,353 | $4,214-44.2% | $3,574-34.2% | $4,869-51.7% |
| Participant deferral / active EE | $5,456 | $4,269+27.8% | $3,712+47.0% | $5,287+3.2% |
| Admin fee / account holder | $1,474 | $6,644-77.8% | $5,332-72.3% | $10,132-85.4% |