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 | $38,765 | $65,685-41.0% | $57,179-32.2% | $273,961-85.9% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 8.81% | 21.99%-13.2pp | 14.59%-5.8pp | 41.45%-32.6pp |
| Employer contribution / active EE | $4,442 | $3,279+35.5% | $2,682+65.6% | $4,869-8.8% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,348 | $4,835-30.8% | $3,139+6.6% | $10,132-67.0% |