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 | $39,999 | $111,535-64.1% | $105,223-62.0% | $137,256-70.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 13.44% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,311 | $3,939-66.7% | $3,689-64.5% | $4,156-68.5% |
| Participant deferral / active EE | $3,383 | $5,500-38.5% | $5,072-33.3% | $6,407-47.2% |
| Admin fee / account holder | $11,260 | $9,721+15.8% | $8,859+27.1% | $12,270-8.2% |