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 | $34,598 | $54,541-36.6% | $78,778-56.1% | $70,131-50.7% |
| Participation rate | 95.1% | 60.8%+34.3pp | 69.2%+25.9pp | 69.5%+25.6pp |
| Annual return | 16.65% | 21.07%-4.4pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,733 | $1,089+59.2% | $1,986-12.7% | $2,342-26.0% |
| Participant deferral / active EE | $3,771 | $2,210+70.6% | $2,958+27.5% | $3,332+13.2% |
| Admin fee / account holder | $1,882 | $3,709-49.2% | $5,134-63.3% | $4,645-59.5% |