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 | $36,660 | $48,570-24.5% | $130,648-71.9% | $72,985-49.8% |
| Participation rate | 95.3% | 58.6%+36.8pp | 71.7%+23.6pp | 69.5%+25.9pp |
| Annual return | 18.53% | 38.63%-20.1pp | 1708.96%-1690.4pp | 81.00%-62.5pp |
| Employer contribution / active EE | $579 | $1,334-56.6% | $4,092-85.9% | $2,440-76.3% |
| Participant deferral / active EE | $1,957 | $2,384-17.9% | $3,603-45.7% | $3,607-45.8% |
| Admin fee / account holder | $468 | $3,549-86.8% | $5,464-91.4% | $5,124-90.9% |