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 | $41,946 | $78,705-46.7% | $117,854-64.4% | $70,131-40.2% |
| Participation rate | 98.6% | 73.2%+25.4pp | 79.7%+18.9pp | 69.5%+29.1pp |
| Annual return | 15.45% | 23.30%-7.8pp | 335.08%-319.6pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,248 | $2,223-43.8% | $3,786-67.0% | $2,342-46.7% |
| Participant deferral / active EE | $2,114 | $3,297-35.9% | $4,482-52.8% | $3,332-36.6% |
| Admin fee / account holder | $8,301 | $5,065+63.9% | $8,020+3.5% | $4,645+78.7% |