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 | $37,655 | $72,012-47.7% | $185,823-79.7% | $79,858-52.8% |
| Participation rate | 95.9% | 65.8%+30.1pp | 78.0%+17.9pp | 69.6%+26.3pp |
| Annual return | 11.64% | 23.12%-11.5pp | 35.95%-24.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,189 | $1,965-39.5% | $4,087-70.9% | $2,471-51.9% |
| Participant deferral / active EE | $3,181 | $3,779-15.8% | $5,632-43.5% | $3,740-14.9% |
| Admin fee / account holder | $5,826 | $4,513+29.1% | $9,500-38.7% | $5,306+9.8% |