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 | $33,655 | $80,717-58.3% | $154,803-78.3% | $84,808-60.3% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.3pp | 68.3%+29.1pp |
| Annual return | 17.02% | 37.96%-20.9pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,036 | $2,761+10.0% | $4,305-29.5% | $2,631+15.4% |
| Participant deferral / active EE | $3,879 | $3,303+17.4% | $5,540-30.0% | $4,212-7.9% |
| Admin fee / account holder | $912 | $6,746-86.5% | $14,329-93.6% | $7,344-87.6% |