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 | $36,254 | $95,416-62.0% | $185,823-80.5% | $85,850-57.8% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.5pp | 69.3%+26.8pp |
| Annual return | 15.27% | 23.59%-8.3pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,624 | $3,423+5.9% | $5,568-34.9% | $3,952-8.3% |
| Admin fee / account holder | $2,211 | $7,213-69.4% | $16,237-86.4% | $6,260-64.7% |