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 | $48,185 | $109,881-56.1% | $150,045-67.9% | $84,808-43.2% |
| Participation rate | 91.0% | 76.1%+14.9pp | 82.3%+8.7pp | 68.3%+22.7pp |
| Annual return | 24.05% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.8pp |
| Employer contribution / active EE | $2,509 | $3,561-29.5% | $4,693-46.5% | $2,631-4.6% |
| Participant deferral / active EE | $5,127 | $6,636-22.7% | $7,997-35.9% | $4,212+21.7% |
| Admin fee / account holder | $10,839 | $8,568+26.5% | $13,435-19.3% | $7,344+47.6% |