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 | $49,082 | $127,264-61.4% | $109,895-55.3% | $167,490-70.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.08% | 22.97%-9.9pp | 29.45%-16.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,537 | $3,322-53.7% | $2,842-45.9% | $4,837-68.2% |
| Participant deferral / active EE | $2,051 | $4,514-54.6% | $4,048-49.3% | $6,341-67.7% |
| Admin fee / account holder | $1,804 | $7,114-74.6% | $6,066-70.3% | $12,309-85.3% |