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 | $38,179 | $54,705-30.2% | $71,209-46.4% | $84,808-55.0% |
| Participation rate | 93.8% | 64.1%+29.7pp | 73.8%+20.0pp | 68.3%+25.4pp |
| Annual return | 18.39% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,122 | $2,158+44.7% | $2,721+14.8% | $2,631+18.7% |
| Participant deferral / active EE | $7,333 | $3,030+142.0% | $4,175+75.6% | $4,212+74.1% |
| Admin fee / account holder | $2,663 | $4,863-45.2% | $5,349-50.2% | $7,344-63.7% |