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 | $43,836 | $91,552-52.1% | $133,956-67.3% | $79,858-45.1% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | 16.79% | 61.85%-45.1pp | 45.09%-28.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,674 | $2,384-29.8% | $3,919-57.3% | $2,471-32.3% |
| Participant deferral / active EE | $3,102 | $3,733-16.9% | $5,048-38.5% | $3,740-17.0% |
| Admin fee / account holder | $1,577 | $6,321-75.0% | $8,927-82.3% | $5,306-70.3% |