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 | $43,004 | $138,347-68.9% | $184,203-76.7% | $80,856-46.8% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 11.75% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,222 | $4,850-54.2% | $6,427-65.4% | $2,755-19.3% |
| Participant deferral / active EE | $3,750 | $7,071-47.0% | $9,131-58.9% | $4,296-12.7% |
| Admin fee / account holder | $1,389 | $10,483-86.8% | $13,901-90.0% | $6,918-79.9% |