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 6-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 | $34,032 | $129,217-73.7% | $93,406-63.6% | $158,922-78.6% |
| Participation rate | 92.9% | 71.0%+21.9pp | 66.8%+26.0pp | 82.0%+10.9pp |
| Annual return | 8.38% | 118.21%-109.8pp | 78.05%-69.7pp | 302.83%-294.4pp |
| Employer contribution / active EE | $911 | $2,711-66.4% | $2,075-56.1% | $4,761-80.9% |
| Participant deferral / active EE | $2,182 | $3,909-44.2% | $3,126-30.2% | $5,982-63.5% |
| Admin fee / account holder | $1,404 | $7,383-81.0% | $5,230-73.1% | $11,246-87.5% |