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 | $36,340 | $65,246-44.3% | $98,716-63.2% | $67,986-46.5% |
| Participation rate | 89.9% | 51.4%+38.5pp | 69.3%+20.6pp | 57.2%+32.7pp |
| Annual return | 14.69% | 20.58%-5.9pp | 31.81%-17.1pp | 31.67%-17.0pp |
| Employer contribution / active EE | $1,821 | $1,042+74.8% | $2,279-20.1% | $2,019-9.8% |
| Participant deferral / active EE | $2,994 | $2,594+15.4% | $4,048-26.0% | $3,358-10.9% |
| Admin fee / account holder | $11,078 | $4,561+142.9% | $8,703+27.3% | $3,203+245.8% |