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 | $31,216 | $77,634-59.8% | $156,549-80.1% | $62,891-50.4% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 7.45% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,633 | $3,444-52.6% | $5,501-70.3% | $2,281-28.4% |
| Participant deferral / active EE | $2,586 | $3,045-15.1% | $4,871-46.9% | $3,203-19.3% |
| Admin fee / account holder | $1,018 | $5,561-81.7% | $13,027-92.2% | $4,296-76.3% |