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 | $35,792 | $80,717-55.7% | $154,803-76.9% | $84,808-57.8% |
| Participation rate | 98.6% | 66.8%+31.8pp | 78.1%+20.5pp | 68.3%+30.3pp |
| Annual return | 17.90% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,307 | $2,761-16.5% | $4,305-46.4% | $2,631-12.3% |
| Participant deferral / active EE | $3,365 | $3,303+1.9% | $5,540-39.3% | $4,212-20.1% |
| Admin fee / account holder | $1,560 | $6,746-76.9% | $14,329-89.1% | $7,344-78.8% |