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 | $33,732 | $98,750-65.8% | $149,696-77.5% | $79,858-57.8% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.7pp |
| Annual return | 17.34% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,768 | $3,216-45.0% | $4,644-61.9% | $2,471-28.5% |
| Participant deferral / active EE | $3,625 | $5,680-36.2% | $6,842-47.0% | $3,740-3.1% |
| Admin fee / account holder | $3,364 | $6,053-44.4% | $9,309-63.9% | $5,306-36.6% |