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 | $37,174 | $91,190-59.2% | $178,490-79.2% | $79,858-53.4% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.5pp | 69.6%+27.8pp |
| Annual return | 15.18% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,590 | $3,256-51.2% | $5,011-68.3% | $2,471-35.7% |
| Participant deferral / active EE | $2,623 | $3,236-18.9% | $5,202-49.6% | $3,740-29.9% |
| Admin fee / account holder | $1,649 | $6,751-75.6% | $13,984-88.2% | $5,306-68.9% |