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 | $35,792 | $81,248-55.9% | $155,509-77.0% | $80,856-55.7% |
| Participation rate | 98.7% | 66.2%+32.5pp | 78.2%+20.5pp | 67.6%+31.1pp |
| Annual return | 15.54% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,047 | $3,100+30.5% | $4,672-13.4% | $2,755+46.9% |
| Participant deferral / active EE | $1,754 | $3,452-49.2% | $5,626-68.8% | $4,296-59.2% |
| Admin fee / account holder | $4,650 | $7,997-41.9% | $15,912-70.8% | $6,918-32.8% |