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 | $37,969 | $80,717-53.0% | $154,803-75.5% | $84,808-55.2% |
| Participation rate | 87.8% | 66.8%+21.0pp | 78.1%+9.7pp | 68.3%+19.5pp |
| Annual return | 18.37% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,374 | $2,761-50.2% | $4,305-68.1% | $2,631-47.8% |
| Participant deferral / active EE | $2,350 | $3,303-28.8% | $5,540-57.6% | $4,212-44.2% |
| Admin fee / account holder | $2,108 | $6,746-68.7% | $14,329-85.3% | $7,344-71.3% |