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 | $30,748 | $60,349-49.1% | $74,183-58.6% | $62,891-51.1% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 6.37% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,944 | $1,680+75.2% | $2,370+24.2% | $2,281+29.1% |
| Participant deferral / active EE | $1,590 | $2,856-44.3% | $3,550-55.2% | $3,203-50.3% |
| Admin fee / account holder | $5,549 | $4,261+30.2% | $5,586-0.7% | $4,296+29.2% |