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 | $36,913 | $127,777-71.1% | $106,548-65.4% | $167,490-78.0% |
| Participation rate | 95.7% | 78.3%+17.4pp | 76.1%+19.5pp | 82.1%+13.5pp |
| Annual return | 16.85% | 33.87%-17.0pp | 26.80%-10.0pp | 478.56%-461.7pp |
| Employer contribution / active EE | $957 | $3,427-72.1% | $2,819-66.1% | $4,837-80.2% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,409 | $11,228-78.5% | $7,407-67.5% | $12,309-80.4% |