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 | $37,639 | $81,248-53.7% | $155,509-75.8% | $80,856-53.4% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 12.65% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,894 | $3,100-6.6% | $4,672-38.1% | $2,755+5.1% |
| Participant deferral / active EE | $3,426 | $3,452-0.7% | $5,626-39.1% | $4,296-20.2% |
| Admin fee / account holder | $446 | $7,997-94.4% | $15,912-97.2% | $6,918-93.6% |