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 | $20,183 | $81,233-75.2% | $155,567-87.0% | $80,874-75.0% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 13.85% | 33.33%-19.5pp | 64.74%-50.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $2,279 | $3,101-26.5% | $4,674-51.2% | $2,756-17.3% |
| Participant deferral / active EE | $5,202 | $3,452+50.7% | $5,628-7.6% | $4,297+21.1% |
| Admin fee / account holder | $5,203 | $7,998-34.9% | $15,916-67.3% | $6,935-25.0% |