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 9-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 | $35,658 | $52,279-31.8% | $89,391-60.1% | $79,858-55.3% |
| Participation rate | 96.8% | 57.5%+39.2pp | 68.0%+28.8pp | 69.6%+27.1pp |
| Annual return | 23.75% | 22.16%+1.6pp | 245.62%-221.9pp | 31.71%-8.0pp |
| Employer contribution / active EE | $743 | $1,572-52.7% | $2,586-71.3% | $2,471-69.9% |
| Participant deferral / active EE | $1,640 | $2,740-40.1% | $3,890-57.8% | $3,740-56.1% |
| Admin fee / account holder | $5,764 | $3,356+71.7% | $4,881+18.1% | $5,306+8.6% |