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 3-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 | $34,582 | $74,927-53.8% | $101,794-66.0% | $84,808-59.2% |
| Participation rate | 89.7% | 61.4%+28.3pp | 69.2%+20.5pp | 68.3%+21.3pp |
| Annual return | 17.29% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,602 | $1,522+5.3% | $2,289-30.0% | $2,631-39.1% |
| Participant deferral / active EE | $10,114 | $3,099+226.3% | $4,084+147.6% | $4,212+140.1% |
| Admin fee / account holder | $4,500 | $6,514-30.9% | $8,777-48.7% | $7,344-38.7% |