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 | $43,910 | $70,428-37.7% | $96,562-54.5% | $85,850-48.9% |
| Participation rate | 80.0% | 61.8%+18.2pp | 69.8%+10.2pp | 69.3%+10.7pp |
| Annual return | 34.13% | 18.59%+15.5pp | 37.78%-3.6pp | 318.53%-284.4pp |
| Employer contribution / active EE | $1,053 | $1,413-25.5% | $2,356-55.3% | $2,565-58.9% |
| Participant deferral / active EE | $3,131 | $2,894+8.2% | $3,849-18.7% | $3,952-20.8% |
| Admin fee / account holder | $733 | $4,997-85.3% | $6,181-88.1% | $6,260-88.3% |