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 8-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 | $39,314 | $95,416-58.8% | $185,823-78.8% | $85,850-54.2% |
| Participation rate | 96.1% | 68.8%+27.3pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 16.18% | 23.59%-7.4pp | 122.05%-105.9pp | 318.53%-302.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,120 | $3,423-38.1% | $5,568-61.9% | $3,952-46.3% |
| Admin fee / account holder | $2,233 | $7,213-69.0% | $16,237-86.2% | $6,260-64.3% |