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 | $34,550 | $53,777-35.8% | $134,143-74.2% | $79,858-56.7% |
| Participation rate | 94.4% | 58.8%+35.7pp | 72.2%+22.3pp | 69.6%+24.8pp |
| Annual return | 13.98% | 19.01%-5.0pp | 36.33%-22.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,576 | $1,321+19.3% | $3,704-57.4% | $2,471-36.2% |
| Participant deferral / active EE | $4,043 | $2,420+67.0% | $3,499+15.5% | $3,740+8.1% |
| Admin fee / account holder | $2,908 | $3,984-27.0% | $6,684-56.5% | $5,306-45.2% |