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 | $31,289 | $52,836-40.8% | $105,738-70.4% | $64,186-51.3% |
| Participation rate | 89.2% | 66.5%+22.6pp | 76.3%+12.9pp | 69.6%+19.6pp |
| Annual return | -5.12% | 14.30%-19.4pp | 6.27%-11.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,798 | $1,827+53.1% | $3,268-14.4% | $2,381+17.5% |
| Participant deferral / active EE | $3,634 | $2,545+42.8% | $4,080-10.9% | $3,470+4.7% |
| Admin fee / account holder | $4,814 | $3,959+21.6% | $6,913-30.4% | $4,888-1.5% |