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 | $38,408 | $72,492-47.0% | $87,100-55.9% | $72,985-47.4% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 18.84% | 24.46%-5.6pp | 28.19%-9.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,124 | $1,894+12.2% | $2,521-15.7% | $2,440-12.9% |
| Participant deferral / active EE | $3,018 | $3,270-7.7% | $4,049-25.5% | $3,607-16.3% |
| Admin fee / account holder | $889 | $5,055-82.4% | $7,497-88.1% | $5,124-82.6% |