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 | $35,049 | $78,422-55.3% | $95,952-63.5% | $79,858-56.1% |
| Participation rate | 92.0% | 73.5%+18.5pp | 77.1%+14.9pp | 69.6%+22.4pp |
| Annual return | 13.18% | 19.37%-6.2pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,022 | $1,945-47.5% | $2,541-59.8% | $2,471-58.6% |
| Participant deferral / active EE | $2,913 | $3,440-15.3% | $4,167-30.1% | $3,740-22.1% |
| Admin fee / account holder | $2,631 | $5,622-53.2% | $6,795-61.3% | $5,306-50.4% |