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 | $35,896 | $49,227-27.1% | $70,449-49.0% | $79,858-55.1% |
| Participation rate | 97.4% | 69.2%+28.3pp | 75.1%+22.4pp | 69.6%+27.8pp |
| Annual return | 18.89% | 30.06%-11.2pp | 109.03%-90.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $3,231 | $2,099+54.0% | $2,737+18.1% | $2,471+30.8% |
| Participant deferral / active EE | $4,906 | $2,768+77.2% | $3,709+32.3% | $3,740+31.2% |
| Admin fee / account holder | $1,380 | $2,878-52.0% | $3,845-64.1% | $5,306-74.0% |