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 | $34,915 | $65,365-46.6% | $92,893-62.4% | $72,985-52.2% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 19.70% | 42.10%-22.4pp | 109.41%-89.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $3,815 | $2,594+47.1% | $3,653+4.5% | $2,440+56.4% |
| Participant deferral / active EE | $3,317 | $3,128+6.0% | $4,236-21.7% | $3,607-8.0% |
| Admin fee / account holder | $5,870 | $4,251+38.1% | $5,794+1.3% | $5,124+14.6% |