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 | $37,952 | $71,192-46.7% | $117,854-67.8% | $62,292-39.1% |
| Participation rate | 99.1% | 74.2%+24.8pp | 79.7%+19.4pp | 69.5%+29.6pp |
| Annual return | 20.78% | 18.66%+2.1pp | 335.08%-314.3pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,530 | $1,934-20.9% | $3,786-59.6% | $2,042-25.1% |
| Participant deferral / active EE | $2,386 | $3,189-25.2% | $4,482-46.8% | $3,169-24.7% |
| Admin fee / account holder | $2,889 | $587+392.0% | $8,020-64.0% | $479+502.7% |