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 7-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 | $35,069 | $78,926-55.6% | $136,749-74.4% | $84,808-58.6% |
| Participation rate | 97.2% | 62.2%+35.0pp | 72.1%+25.1pp | 68.3%+28.9pp |
| Annual return | 15.63% | 18.17%-2.5pp | 24.33%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,942 | $2,134-9.0% | $3,400-42.9% | $2,631-26.2% |
| Participant deferral / active EE | $3,046 | $3,168-3.9% | $4,692-35.1% | $4,212-27.7% |
| Admin fee / account holder | $679 | $6,369-89.3% | $11,386-94.0% | $7,344-90.8% |