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 | $39,346 | $58,208-32.4% | $81,812-51.9% | $80,856-51.3% |
| Participation rate | 91.7% | 63.4%+28.3pp | 72.3%+19.3pp | 67.6%+24.0pp |
| Annual return | 14.10% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,713 | $2,340-26.8% | $2,912-41.2% | $2,755-37.8% |
| Participant deferral / active EE | $4,697 | $3,281+43.2% | $4,319+8.8% | $4,296+9.4% |
| Admin fee / account holder | $20,458 | $4,981+310.7% | $7,386+177.0% | $6,918+195.7% |