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 | $33,813 | $53,777-37.1% | $134,143-74.8% | $79,858-57.7% |
| Participation rate | 96.0% | 58.8%+37.2pp | 72.2%+23.8pp | 69.6%+26.4pp |
| Annual return | 15.32% | 19.01%-3.7pp | 36.33%-21.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,046 | $1,321-20.9% | $3,704-71.8% | $2,471-57.7% |
| Participant deferral / active EE | $7,527 | $2,420+211.0% | $3,499+115.1% | $3,740+101.2% |
| Admin fee / account holder | $1,473 | $3,984-63.0% | $6,684-78.0% | $5,306-72.2% |