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 | $24,596 | $60,349-59.2% | $74,183-66.8% | $62,891-60.9% |
| Participation rate | 91.2% | 72.7%+18.5pp | 76.6%+14.6pp | 69.3%+21.9pp |
| Annual return | 11.77% | 21.37%-9.6pp | 17.74%-6.0pp | 20.14%-8.4pp |
| Employer contribution / active EE | $4,297 | $1,680+155.8% | $2,370+81.3% | $2,281+88.4% |
| Participant deferral / active EE | $6,407 | $2,856+124.3% | $3,550+80.5% | $3,203+100.0% |
| Admin fee / account holder | $1,914 | $4,261-55.1% | $5,586-65.7% | $4,296-55.4% |