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 | $37,242 | $102,317-63.6% | $146,958-74.7% | $80,856-53.9% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 13.60% | 134.76%-121.2pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,411 | $3,713-35.1% | $4,933-51.1% | $2,755-12.5% |
| Participant deferral / active EE | $4,380 | $6,644-34.1% | $8,070-45.7% | $4,296+2.0% |
| Admin fee / account holder | $3,680 | $7,941-53.7% | $12,998-71.7% | $6,918-46.8% |