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 | $35,735 | $58,208-38.6% | $81,812-56.3% | $80,856-55.8% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 18.30% | 41.66%-23.4pp | 773.79%-755.5pp | 35.59%-17.3pp |
| Employer contribution / active EE | $3,638 | $2,340+55.5% | $2,912+24.9% | $2,755+32.1% |
| Participant deferral / active EE | $2,010 | $3,281-38.7% | $4,319-53.4% | $4,296-53.2% |
| Admin fee / account holder | $440 | $4,981-91.2% | $7,386-94.0% | $6,918-93.6% |