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 | $31,036 | $136,179-77.2% | $98,755-68.6% | $167,490-81.5% |
| Participation rate | 89.5% | 70.2%+19.3pp | 65.7%+23.7pp | 82.1%+7.4pp |
| Annual return | 29.41% | 67.53%-38.1pp | 49.91%-20.5pp | 478.56%-449.1pp |
| Employer contribution / active EE | $438 | $2,631-83.4% | $2,067-78.8% | $4,837-90.9% |
| Participant deferral / active EE | $2,174 | $3,716-41.5% | $3,035-28.4% | $6,341-65.7% |
| Admin fee / account holder | $7,056 | $5,031+40.2% | $4,076+73.1% | $12,309-42.7% |