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 | $42,157 | $89,355-52.8% | $141,162-70.1% | $72,985-42.2% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 26.01% | 111.85%-85.8pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,296 | $3,114-58.4% | $4,735-72.6% | $2,440-46.9% |
| Participant deferral / active EE | $3,450 | $5,418-36.3% | $6,709-48.6% | $3,607-4.4% |
| Admin fee / account holder | $2,713 | $5,958-54.5% | $10,261-73.6% | $5,124-47.1% |