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 | $34,525 | $77,899-55.7% | $149,673-76.9% | $75,163-54.1% |
| Participation rate | 96.7% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.5pp |
| Annual return | 23.01% | 31.72%-8.7pp | 134.42%-111.4pp | 160.62%-137.6pp |
| Employer contribution / active EE | $3,015 | $3,137-3.9% | $4,818-37.4% | $2,670+12.9% |
| Participant deferral / active EE | $3,423 | $3,411+0.4% | $5,680-39.7% | $4,125-17.0% |
| Admin fee / account holder | $6,178 | $5,956+3.7% | $13,210-53.2% | $5,651+9.3% |