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 | $35,031 | $91,190-61.6% | $178,490-80.4% | $79,858-56.1% |
| Participation rate | 91.5% | 69.2%+22.3pp | 81.9%+9.6pp | 69.6%+21.9pp |
| Annual return | 20.77% | 24.19%-3.4pp | 151.07%-130.3pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,748 | $3,256-46.3% | $5,011-65.1% | $2,471-29.2% |
| Participant deferral / active EE | $2,786 | $3,236-13.9% | $5,202-46.4% | $3,740-25.5% |
| Admin fee / account holder | $3,941 | $6,751-41.6% | $13,984-71.8% | $5,306-25.7% |