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 | $34,775 | $47,848-27.3% | $81,478-57.3% | $70,131-50.4% |
| Participation rate | 96.7% | 58.3%+38.4pp | 68.0%+28.7pp | 69.5%+27.1pp |
| Annual return | 36.56% | 27.25%+9.3pp | 38.78%-2.2pp | 73.14%-36.6pp |
| Employer contribution / active EE | $3,523 | $1,527+130.7% | $2,568+37.2% | $2,342+50.4% |
| Participant deferral / active EE | $4,209 | $2,453+71.6% | $3,537+19.0% | $3,332+26.3% |
| Admin fee / account holder | $1,861 | $3,145-40.8% | $4,561-59.2% | $4,645-59.9% |