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 | $44,172 | $109,413-59.6% | $156,263-71.7% | $84,808-47.9% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 17.02% | 20.18%-3.2pp | 59.47%-42.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,963 | $2,907+36.3% | $4,333-8.5% | $2,631+50.6% |
| Participant deferral / active EE | $6,547 | $4,590+42.6% | $6,158+6.3% | $4,212+55.4% |
| Admin fee / account holder | $5,111 | $9,357-45.4% | $14,255-64.1% | $7,344-30.4% |