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 | $33,916 | $77,899-56.5% | $149,673-77.3% | $75,163-54.9% |
| Participation rate | 95.9% | 65.6%+30.3pp | 78.8%+17.2pp | 67.2%+28.7pp |
| Annual return | 15.56% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,668 | $3,137-15.0% | $4,818-44.6% | $2,670-0.1% |
| Participant deferral / active EE | $2,747 | $3,411-19.5% | $5,680-51.6% | $4,125-33.4% |
| Admin fee / account holder | $2,614 | $5,956-56.1% | $13,210-80.2% | $5,651-53.7% |