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 | $39,938 | $91,190-56.2% | $178,490-77.6% | $79,858-50.0% |
| Participation rate | 95.3% | 69.2%+26.1pp | 81.9%+13.4pp | 69.6%+25.7pp |
| Annual return | 18.97% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,795 | $3,256-44.9% | $5,011-64.2% | $2,471-27.3% |
| Participant deferral / active EE | $2,591 | $3,236-19.9% | $5,202-50.2% | $3,740-30.7% |
| Admin fee / account holder | $634 | $6,751-90.6% | $13,984-95.5% | $5,306-88.1% |