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 | $37,233 | $109,359-66.0% | $162,163-77.0% | $72,985-49.0% |
| Participation rate | 97.0% | 84.3%+12.7pp | 87.6%+9.4pp | 69.5%+27.5pp |
| Annual return | 18.02% | 25.46%-7.4pp | 115.59%-97.6pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,079 | $3,907-46.8% | $5,614-63.0% | $2,440-14.8% |
| Participant deferral / active EE | $3,930 | $5,481-28.3% | $7,298-46.2% | $3,607+8.9% |
| Admin fee / account holder | $3,111 | $7,972-61.0% | $10,843-71.3% | $5,124-39.3% |