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 | $36,650 | $81,208-54.9% | $98,907-62.9% | $79,858-54.1% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 12.48% | 60.99%-48.5pp | 196.43%-183.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $550 | $1,960-71.9% | $2,689-79.5% | $2,471-77.7% |
| Participant deferral / active EE | $3,064 | $3,265-6.2% | $4,244-27.8% | $3,740-18.1% |
| Admin fee / account holder | $1,496 | $6,013-75.1% | $6,642-77.5% | $5,306-71.8% |