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 | $33,532 | $54,762-38.8% | $90,281-62.9% | $72,985-54.1% |
| Participation rate | 98.0% | 65.1%+32.8pp | 73.3%+24.7pp | 69.5%+28.5pp |
| Annual return | 37.03% | 30.63%+6.4pp | 78.10%-41.1pp | 81.00%-44.0pp |
| Employer contribution / active EE | $4,107 | $2,092+96.3% | $2,854+43.9% | $2,440+68.3% |
| Participant deferral / active EE | $6,472 | $2,887+124.2% | $3,885+66.6% | $3,607+79.4% |
| Admin fee / account holder | $2,270 | $3,972-42.9% | $5,351-57.6% | $5,124-55.7% |