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 | $37,446 | $54,705-31.5% | $71,209-47.4% | $84,808-55.8% |
| Participation rate | 97.6% | 64.1%+33.5pp | 73.8%+23.8pp | 68.3%+29.2pp |
| Annual return | 18.37% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,705 | $2,158+25.4% | $2,721-0.6% | $2,631+2.8% |
| Participant deferral / active EE | $4,903 | $3,030+61.8% | $4,175+17.4% | $4,212+16.4% |
| Admin fee / account holder | $1,374 | $4,863-71.7% | $5,349-74.3% | $7,344-81.3% |