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 | $43,871 | $159,901-72.6% | $146,958-70.1% | $145,922-69.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.34% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,957 | $5,286-63.0% | $4,933-60.3% | $4,660-58.0% |
| Participant deferral / active EE | $7,807 | $8,428-7.4% | $8,070-3.3% | $6,688+16.7% |
| Admin fee / account holder | $9,722 | $15,044-35.4% | $12,998-25.2% | $13,397-27.4% |