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 | $35,689 | $55,706-35.9% | $75,886-53.0% | $72,985-51.1% |
| Participation rate | 93.0% | 61.1%+31.8pp | 69.3%+23.7pp | 69.5%+23.5pp |
| Annual return | 21.79% | 27.59%-5.8pp | 30.76%-9.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $974 | $1,687-42.2% | $2,500-61.0% | $2,440-60.1% |
| Participant deferral / active EE | $3,530 | $2,634+34.0% | $3,603-2.0% | $3,607-2.1% |
| Admin fee / account holder | $771 | $3,978-80.6% | $5,418-85.8% | $5,124-85.0% |