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 | $36,416 | $100,852-63.9% | $90,404-59.7% | $158,922-77.1% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 13.06% | 1724.20%-1711.1pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,657 | $3,689-55.1% | $3,262-49.2% | $4,761-65.2% |
| Participant deferral / active EE | $2,356 | $4,348-45.8% | $3,963-40.6% | $5,982-60.6% |
| Admin fee / account holder | $3,685 | $6,501-43.3% | $5,611-34.3% | $11,246-67.2% |