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 | $57,782 | $105,181-45.1% | $159,436-63.8% | $85,850-32.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.31% | 45.07%-28.8pp | 263.57%-247.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,109 | $3,318-66.6% | $4,829-77.0% | $2,565-56.8% |
| Participant deferral / active EE | $3,990 | $5,945-32.9% | $7,352-45.7% | $3,952+1.0% |
| Admin fee / account holder | $4,935 | $6,933-28.8% | $10,799-54.3% | $6,260-21.2% |