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 | $37,568 | $105,181-64.3% | $159,436-76.4% | $85,850-56.2% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 13.20% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,157 | $3,318-65.1% | $4,829-76.0% | $2,565-54.9% |
| Participant deferral / active EE | $4,282 | $5,945-28.0% | $7,352-41.8% | $3,952+8.4% |
| Admin fee / account holder | $2,662 | $6,933-61.6% | $10,799-75.4% | $6,260-57.5% |