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 | $40,940 | $78,422-47.8% | $95,952-57.3% | $79,858-48.7% |
| Participation rate | 95.5% | 73.5%+22.0pp | 77.1%+18.4pp | 69.6%+25.8pp |
| Annual return | 13.85% | 19.37%-5.5pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,300 | $1,945-33.2% | $2,541-48.8% | $2,471-47.4% |
| Participant deferral / active EE | $3,596 | $3,440+4.5% | $4,167-13.7% | $3,740-3.9% |
| Admin fee / account holder | $3,496 | $5,622-37.8% | $6,795-48.5% | $5,306-34.1% |