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 | $43,302 | $54,705-20.8% | $71,209-39.2% | $84,808-48.9% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 18.95% | 35.90%-16.9pp | 282.51%-263.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $5,795 | $2,158+168.6% | $2,721+113.0% | $2,631+120.3% |
| Participant deferral / active EE | $1,971 | $3,030-35.0% | $4,175-52.8% | $4,212-53.2% |
| Admin fee / account holder | $6,075 | $4,863+24.9% | $5,349+13.6% | $7,344-17.3% |