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 | $31,343 | $85,202-63.2% | $172,739-81.9% | $72,985-57.1% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 23.68% | 27.32%-3.6pp | 802.84%-779.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,168 | $3,324-4.7% | $5,143-38.4% | $2,440+29.9% |
| Participant deferral / active EE | $3,249 | $3,260-0.3% | $5,198-37.5% | $3,607-9.9% |
| Admin fee / account holder | $4,220 | $5,884-28.3% | $13,954-69.8% | $5,124-17.6% |