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 | $31,764 | $74,927-57.6% | $101,794-68.8% | $84,808-62.5% |
| Participation rate | 98.1% | 61.4%+36.7pp | 69.2%+29.0pp | 68.3%+29.8pp |
| Annual return | 15.73% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,285 | $1,522-15.6% | $2,289-43.9% | $2,631-51.2% |
| Participant deferral / active EE | $3,089 | $3,099-0.3% | $4,084-24.4% | $4,212-26.7% |
| Admin fee / account holder | $2,670 | $6,514-59.0% | $8,777-69.6% | $7,344-63.6% |