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 | $42,838 | $54,762-21.8% | $90,281-52.6% | $72,985-41.3% |
| Participation rate | 96.9% | 65.1%+31.7pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 28.65% | 30.63%-2.0pp | 78.10%-49.4pp | 81.00%-52.4pp |
| Employer contribution / active EE | $2,491 | $2,092+19.0% | $2,854-12.7% | $2,440+2.1% |
| Participant deferral / active EE | $4,945 | $2,887+71.3% | $3,885+27.3% | $3,607+37.1% |
| Admin fee / account holder | $5,811 | $3,972+46.3% | $5,351+8.6% | $5,124+13.4% |