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 | $34,646 | $98,240-64.7% | $82,313-57.9% | $147,584-76.5% |
| Participation rate | 94.7% | 79.7%+15.0pp | 76.9%+17.8pp | 82.8%+11.9pp |
| Annual return | 19.08% | 30.85%-11.8pp | 25.88%-6.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,185 | $3,192-31.5% | $2,428-10.0% | $4,876-55.2% |
| Participant deferral / active EE | $5,110 | $4,383+16.6% | $3,706+37.9% | $5,439-6.0% |
| Admin fee / account holder | $7,226 | $8,563-15.6% | $5,608+28.8% | $10,885-33.6% |