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 | $34,030 | $53,127-35.9% | $86,590-60.7% | $70,131-51.5% |
| Participation rate | 97.8% | 65.3%+32.5pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 37.31% | 27.66%+9.6pp | 964.84%-927.5pp | 73.14%-35.8pp |
| Employer contribution / active EE | $1,915 | $2,068-7.4% | $2,839-32.5% | $2,342-18.2% |
| Participant deferral / active EE | $3,167 | $2,696+17.5% | $3,609-12.2% | $3,332-4.9% |
| Admin fee / account holder | $2,161 | $3,585-39.7% | $4,906-55.9% | $4,645-53.5% |