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 | $37,940 | $176,377-78.5% | $134,143-71.7% | $158,922-76.1% |
| Participation rate | 94.4% | 78.7%+15.7pp | 72.2%+22.3pp | 82.0%+12.5pp |
| Annual return | 16.84% | 63.63%-46.8pp | 36.33%-19.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $532 | $5,040-89.4% | $3,704-85.6% | $4,761-88.8% |
| Participant deferral / active EE | $1,218 | $4,091-70.2% | $3,499-65.2% | $5,982-79.6% |
| Admin fee / account holder | $20,946 | $8,718+140.3% | $6,684+213.4% | $11,246+86.3% |