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 | $35,056 | $58,208-39.8% | $81,812-57.2% | $80,856-56.6% |
| Participation rate | 91.8% | 63.4%+28.4pp | 72.3%+19.5pp | 67.6%+24.2pp |
| Annual return | 14.86% | 41.66%-26.8pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,956 | $2,340-16.4% | $2,912-32.8% | $2,755-29.0% |
| Participant deferral / active EE | $2,159 | $3,281-34.2% | $4,319-50.0% | $4,296-49.7% |
| Admin fee / account holder | $3,066 | $4,981-38.4% | $7,386-58.5% | $6,918-55.7% |