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 | $37,007 | $87,013-57.5% | $106,213-65.2% | $80,856-54.2% |
| Participation rate | 93.3% | 70.4%+22.9pp | 75.3%+18.1pp | 67.6%+25.7pp |
| Annual return | 18.14% | 17.05%+1.1pp | 116.14%-98.0pp | 35.59%-17.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $20,272 | $3,986+408.6% | $5,016+304.2% | $4,296+371.9% |
| Admin fee / account holder | $13,977 | $8,431+65.8% | $11,033+26.7% | $6,918+102.0% |