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 | $36,849 | $95,416-61.4% | $185,823-80.2% | $85,850-57.1% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.5pp | 69.3%+26.8pp |
| Annual return | 14.05% | 23.59%-9.5pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,183 | $3,314-64.3% | $5,167-77.1% | $2,565-53.9% |
| Participant deferral / active EE | $1,492 | $3,423-56.4% | $5,568-73.2% | $3,952-62.2% |
| Admin fee / account holder | $2,992 | $7,213-58.5% | $16,237-81.6% | $6,260-52.2% |