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 | $40,456 | $142,405-71.6% | $115,157-64.9% | $152,861-73.5% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 24.55% | 41.48%-16.9pp | 35.60%-11.1pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,077 | $4,010-73.1% | $3,179-66.1% | $4,762-77.4% |
| Participant deferral / active EE | $2,049 | $5,164-60.3% | $4,168-50.8% | $5,850-65.0% |
| Admin fee / account holder | $702 | $8,462-91.7% | $7,088-90.1% | $11,596-93.9% |