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 | $37,758 | $85,202-55.7% | $172,739-78.1% | $72,985-48.3% |
| Participation rate | 89.1% | 70.1%+19.1pp | 82.6%+6.5pp | 69.5%+19.6pp |
| Annual return | 29.58% | 27.32%+2.3pp | 802.84%-773.3pp | 81.00%-51.4pp |
| Employer contribution / active EE | $2,216 | $3,324-33.3% | $5,143-56.9% | $2,440-9.2% |
| Participant deferral / active EE | $3,686 | $3,260+13.1% | $5,198-29.1% | $3,607+2.2% |
| Admin fee / account holder | $2,370 | $5,884-59.7% | $13,954-83.0% | $5,124-53.8% |