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 | $38,490 | $53,777-28.4% | $134,143-71.3% | $79,858-51.8% |
| Participation rate | 79.5% | 58.8%+20.8pp | 72.2%+7.4pp | 69.6%+9.9pp |
| Annual return | 13.99% | 19.01%-5.0pp | 36.33%-22.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $5,274 | $1,321+299.2% | $3,704+42.4% | $2,471+113.5% |
| Participant deferral / active EE | $3,915 | $2,420+61.8% | $3,499+11.9% | $3,740+4.7% |
| Admin fee / account holder | $1,425 | $3,984-64.2% | $6,684-78.7% | $5,306-73.1% |