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 | $36,875 | $86,286-57.3% | $111,297-66.9% | $85,850-57.0% |
| Participation rate | 97.0% | 73.3%+23.7pp | 77.3%+19.7pp | 69.3%+27.7pp |
| Annual return | 11.69% | 19.99%-8.3pp | 54.65%-43.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,221 | $2,043-40.2% | $2,731-55.3% | $2,565-52.4% |
| Participant deferral / active EE | $2,443 | $3,641-32.9% | $4,487-45.6% | $3,952-38.2% |
| Admin fee / account holder | $760 | $8,188-90.7% | $7,964-90.5% | $6,260-87.9% |