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 | $29,392 | $57,016-48.4% | $84,966-65.4% | $80,856-63.6% |
| Participation rate | 97.0% | 56.3%+40.6pp | 67.5%+29.5pp | 67.6%+29.3pp |
| Annual return | 13.47% | 21.66%-8.2pp | 66.38%-52.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,213 | $1,798+134.3% | $2,727+54.5% | $2,755+52.9% |
| Participant deferral / active EE | $5,991 | $3,110+92.6% | $4,519+32.6% | $4,296+39.5% |
| Admin fee / account holder | $4,622 | $4,980-7.2% | $6,149-24.8% | $6,918-33.2% |