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 | $66,098-45.0% | $101,794-64.3% | $74,304-51.1% |
| Participation rate | 89.9% | 53.8%+36.1pp | 69.2%+20.7pp | 60.3%+29.5pp |
| Annual return | 14.69% | 19.59%-4.9pp | 30.53%-15.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,821 | $1,082+68.4% | $2,289-20.4% | $2,241-18.7% |
| Participant deferral / active EE | $2,994 | $2,781+7.6% | $4,084-26.7% | $3,767-20.5% |
| Admin fee / account holder | $11,078 | $4,146+167.2% | $8,777+26.2% | $2,969+273.1% |