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 | $35,727 | $58,828-39.3% | $77,999-54.2% | $62,891-43.2% |
| Participation rate | 85.5% | 71.1%+14.4pp | 75.5%+10.0pp | 69.3%+16.2pp |
| Annual return | 6.37% | 17.16%-10.8pp | 425.96%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,390 | $1,672-16.8% | $2,470-43.7% | $2,281-39.1% |
| Participant deferral / active EE | $1,639 | $2,686-39.0% | $3,497-53.1% | $3,203-48.8% |
| Admin fee / account holder | $1,812 | $4,393-58.8% | $5,480-66.9% | $4,296-57.8% |