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 | $42,425 | $78,672-46.1% | $109,143-61.1% | $85,850-50.6% |
| Participation rate | 96.6% | 68.3%+28.3pp | 75.9%+20.7pp | 69.3%+27.2pp |
| Annual return | 11.83% | 25.09%-13.3pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $7,720 | $2,735+182.3% | $3,722+107.4% | $2,565+201.0% |
| Participant deferral / active EE | $3,752 | $3,467+8.2% | $4,653-19.4% | $3,952-5.1% |
| Admin fee / account holder | $1,909 | $5,469-65.1% | $6,752-71.7% | $6,260-69.5% |