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 | $37,806 | $70,669-46.5% | $169,368-77.7% | $75,163-49.7% |
| Participation rate | 93.7% | 64.8%+28.9pp | 77.1%+16.5pp | 67.2%+26.5pp |
| Annual return | 14.29% | 36.36%-22.1pp | 405.60%-391.3pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,740 | $2,211-21.3% | $4,013-56.6% | $2,670-34.8% |
| Participant deferral / active EE | $2,443 | $4,311-43.3% | $6,221-60.7% | $4,125-40.8% |
| Admin fee / account holder | $10,714 | $5,402+98.3% | $9,003+19.0% | $5,651+89.6% |