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 | $37,315 | $62,672-40.5% | $185,117-79.8% | $70,131-46.8% |
| Participation rate | 95.1% | 63.8%+31.3pp | 77.3%+17.9pp | 69.5%+25.6pp |
| Annual return | 15.33% | 40.79%-25.5pp | 40.50%-25.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,325 | $1,753-24.4% | $4,182-68.3% | $2,342-43.4% |
| Participant deferral / active EE | $2,580 | $3,272-21.2% | $5,045-48.9% | $3,332-22.6% |
| Admin fee / account holder | $2,621 | $3,932-33.3% | $8,159-67.9% | $4,645-43.6% |