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 | $30,830 | $46,553-33.8% | $64,056-51.9% | $75,163-59.0% |
| Participation rate | 98.0% | 65.9%+32.1pp | 72.3%+25.7pp | 67.2%+30.8pp |
| Annual return | 22.20% | 26.03%-3.8pp | 33.69%-11.5pp | 160.62%-138.4pp |
| Employer contribution / active EE | $571 | $1,974-71.1% | $2,747-79.2% | $2,670-78.6% |
| Participant deferral / active EE | $1,142 | $2,837-59.8% | $3,880-70.6% | $4,125-72.3% |
| Admin fee / account holder | $1,498 | $2,952-49.3% | $3,068-51.2% | $5,651-73.5% |