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 | $38,359 | $99,985-61.6% | $146,665-73.8% | $85,850-55.3% |
| Participation rate | 98.0% | 73.1%+24.9pp | 80.1%+17.9pp | 69.3%+28.7pp |
| Annual return | 13.86% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $5,010 | $2,559+95.8% | $4,136+21.1% | $2,565+95.3% |
| Participant deferral / active EE | $2,764 | $4,006-31.0% | $5,506-49.8% | $3,952-30.1% |
| Admin fee / account holder | $3,063 | $7,702-60.2% | $10,280-70.2% | $6,260-51.1% |