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 | $39,989 | $91,552-56.3% | $133,956-70.1% | $79,858-49.9% |
| Participation rate | 97.6% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | 16.84% | 61.85%-45.0pp | 45.09%-28.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,553 | $2,384-34.8% | $3,919-60.4% | $2,471-37.1% |
| Participant deferral / active EE | $3,978 | $3,733+6.6% | $5,048-21.2% | $3,740+6.4% |
| Admin fee / account holder | $583 | $6,321-90.8% | $8,927-93.5% | $5,306-89.0% |