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 | $37,292 | $95,416-60.9% | $185,823-79.9% | $85,850-56.6% |
| Participation rate | 98.4% | 68.8%+29.6pp | 81.7%+16.7pp | 69.3%+29.1pp |
| Annual return | 29.72% | 23.59%+6.1pp | 122.05%-92.3pp | 318.53%-288.8pp |
| Employer contribution / active EE | $4,134 | $3,314+24.7% | $5,167-20.0% | $2,565+61.2% |
| Participant deferral / active EE | $2,394 | $3,423-30.1% | $5,568-57.0% | $3,952-39.4% |
| Admin fee / account holder | $2,222 | $7,213-69.2% | $16,237-86.3% | $6,260-64.5% |