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 | $36,461 | $106,749-65.8% | $145,433-74.9% | $82,448-55.8% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 25.82% | 27.59%-1.8pp | 66.58%-40.8pp | 41.64%-15.8pp |
| Employer contribution / active EE | $2,793 | $3,444-18.9% | $4,554-38.7% | $2,551+9.5% |
| Participant deferral / active EE | $9,486 | $6,519+45.5% | $7,897+20.1% | $4,139+129.2% |
| Admin fee / account holder | $16,580 | $8,390+97.6% | $13,129+26.3% | $7,234+129.2% |