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 | $35,585 | $65,395-45.6% | $182,532-80.5% | $72,985-51.2% |
| Participation rate | 97.1% | 65.4%+31.7pp | 78.0%+19.2pp | 69.5%+27.7pp |
| Annual return | 20.43% | 27.68%-7.3pp | 148.54%-128.1pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,157 | $1,911-39.5% | $4,076-71.6% | $2,440-52.6% |
| Participant deferral / active EE | $3,094 | $3,563-13.2% | $5,524-44.0% | $3,607-14.2% |
| Admin fee / account holder | $1,064 | $4,245-74.9% | $8,592-87.6% | $5,124-79.2% |