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 | $40,975 | $91,190-55.1% | $178,490-77.0% | $79,858-48.7% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 14.03% | 24.19%-10.2pp | 151.07%-137.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,097 | $3,256-66.3% | $5,011-78.1% | $2,471-55.6% |
| Participant deferral / active EE | $5,749 | $3,236+77.6% | $5,202+10.5% | $3,740+53.7% |
| Admin fee / account holder | $586 | $6,751-91.3% | $13,984-95.8% | $5,306-88.9% |