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 | $31,302 | $91,190-65.7% | $178,490-82.5% | $79,858-60.8% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 13.01% | 24.19%-11.2pp | 151.07%-138.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,072 | $3,256-67.1% | $5,011-78.6% | $2,471-56.6% |
| Participant deferral / active EE | $1,982 | $3,236-38.8% | $5,202-61.9% | $3,740-47.0% |
| Admin fee / account holder | $1,525 | $6,751-77.4% | $13,984-89.1% | $5,306-71.3% |