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 | $37,491 | $69,515-46.1% | $86,874-56.8% | $85,850-56.3% |
| Participation rate | 85.7% | 66.3%+19.4pp | 71.6%+14.1pp | 69.3%+16.4pp |
| Annual return | 35.36% | 20.12%+15.2pp | 63.52%-28.2pp | 318.53%-283.2pp |
| Employer contribution / active EE | $1,156 | $1,880-38.5% | $2,495-53.7% | $2,565-54.9% |
| Participant deferral / active EE | $2,970 | $2,919+1.8% | $3,699-19.7% | $3,952-24.8% |
| Admin fee / account holder | $1,156 | $5,972-80.6% | $5,828-80.2% | $6,260-81.5% |