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 | $43,199 | $81,248-46.8% | $155,509-72.2% | $80,856-46.6% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.1pp | 67.6%+27.6pp |
| Annual return | 22.57% | 33.31%-10.7pp | 64.67%-42.1pp | 35.59%-13.0pp |
| Employer contribution / active EE | $1,297 | $3,100-58.2% | $4,672-72.3% | $2,755-52.9% |
| Participant deferral / active EE | $2,019 | $3,452-41.5% | $5,626-64.1% | $4,296-53.0% |
| Admin fee / account holder | $1,958 | $7,997-75.5% | $15,912-87.7% | $6,918-71.7% |