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 | $36,144 | $77,634-53.4% | $156,549-76.9% | $62,891-42.5% |
| Participation rate | 98.0% | 71.2%+26.8pp | 84.0%+14.0pp | 69.3%+28.7pp |
| Annual return | 7.62% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,594 | $3,444-53.7% | $5,501-71.0% | $2,281-30.1% |
| Participant deferral / active EE | $9,655 | $3,045+217.0% | $4,871+98.2% | $3,203+201.4% |
| Admin fee / account holder | $1,451 | $5,561-73.9% | $13,027-88.9% | $4,296-66.2% |