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 | $33,856 | $78,672-57.0% | $109,143-69.0% | $85,850-60.6% |
| Participation rate | 93.1% | 68.3%+24.8pp | 75.9%+17.2pp | 69.3%+23.8pp |
| Annual return | 21.24% | 25.09%-3.8pp | 25.75%-4.5pp | 318.53%-297.3pp |
| Employer contribution / active EE | $2,368 | $2,735-13.4% | $3,722-36.4% | $2,565-7.7% |
| Participant deferral / active EE | $3,928 | $3,467+13.3% | $4,653-15.6% | $3,952-0.6% |
| Admin fee / account holder | $3,043 | $5,469-44.4% | $6,752-54.9% | $6,260-51.4% |