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 | $37,601 | $89,652-58.1% | $141,162-73.4% | $65,185-42.3% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.5%+11.6pp | 70.2%+23.9pp |
| Annual return | 31.32% | 32.79%-1.5pp | 71.39%-40.1pp | 29.38%+1.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,260 | $5,691+27.6% | $6,709+8.2% | $3,514+106.6% |
| Admin fee / account holder | $928 | $569+63.2% | $10,261-91.0% | $847+9.5% |