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 | $37,699 | $72,277-47.8% | $101,248-62.8% | $79,858-52.8% |
| Participation rate | 98.1% | 68.5%+29.7pp | 75.8%+22.3pp | 69.6%+28.5pp |
| Annual return | 16.13% | 22.30%-6.2pp | 46.47%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $4,191 | $2,692+55.7% | $3,660+14.5% | $2,471+69.6% |
| Participant deferral / active EE | $7,577 | $3,282+130.9% | $4,370+73.4% | $3,740+102.6% |
| Admin fee / account holder | $11,666 | $4,400+165.1% | $5,945+96.2% | $5,306+119.9% |