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 | $33,792 | $95,416-64.6% | $185,823-81.8% | $85,850-60.6% |
| Participation rate | 96.5% | 68.8%+27.7pp | 81.7%+14.8pp | 69.3%+27.2pp |
| Annual return | 40.44% | 23.59%+16.9pp | 122.05%-81.6pp | 318.53%-278.1pp |
| Employer contribution / active EE | $2,056 | $3,314-37.9% | $5,167-60.2% | $2,565-19.8% |
| Participant deferral / active EE | $3,440 | $3,423+0.5% | $5,568-38.2% | $3,952-12.9% |
| Admin fee / account holder | $3,086 | $7,213-57.2% | $16,237-81.0% | $6,260-50.7% |