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 | $35,599 | $73,787-51.8% | $98,716-63.9% | $82,448-56.8% |
| Participation rate | 98.6% | 61.4%+37.1pp | 69.3%+29.3pp | 68.1%+30.5pp |
| Annual return | 14.65% | 18.57%-3.9pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,037 | $1,511-31.4% | $2,279-54.5% | $2,551-59.3% |
| Participant deferral / active EE | $4,226 | $3,081+37.1% | $4,048+4.4% | $4,139+2.1% |
| Admin fee / account holder | $7,936 | $6,500+22.1% | $8,703-8.8% | $7,234+9.7% |