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 | $31,022 | $68,346-54.6% | $94,646-67.2% | $75,163-58.7% |
| Participation rate | 93.5% | 76.1%+17.4pp | 80.8%+12.7pp | 67.2%+26.3pp |
| Annual return | 23.07% | 616.93%-593.9pp | 156.71%-133.6pp | 160.62%-137.6pp |
| Employer contribution / active EE | $3,340 | $2,701+23.7% | $3,672-9.0% | $2,670+25.1% |
| Participant deferral / active EE | $6,449 | $6,537-1.3% | $7,418-13.1% | $4,125+56.3% |
| Admin fee / account holder | $3,563 | $5,326-33.1% | $7,231-50.7% | $5,651-36.9% |