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 | $35,821 | $81,248-55.9% | $155,509-77.0% | $80,856-55.7% |
| Participation rate | 98.5% | 66.2%+32.3pp | 78.2%+20.3pp | 67.6%+30.9pp |
| Annual return | 14.88% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,085 | $3,100-65.0% | $4,672-76.8% | $2,755-60.6% |
| Participant deferral / active EE | $3,296 | $3,452-4.5% | $5,626-41.4% | $4,296-23.3% |
| Admin fee / account holder | $2,868 | $7,997-64.1% | $15,912-82.0% | $6,918-58.5% |