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 | $38,707 | $89,753-56.9% | $107,525-64.0% | $84,808-54.4% |
| Participation rate | 88.1% | 68.1%+20.0pp | 75.1%+13.0pp | 68.3%+19.8pp |
| Annual return | 17.38% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,130 | $3,113-31.6% | $3,754-43.2% | $2,631-19.0% |
| Participant deferral / active EE | $2,640 | $4,056-34.9% | $5,116-48.4% | $4,212-37.3% |
| Admin fee / account holder | $4,449 | $7,222-38.4% | $8,919-50.1% | $7,344-39.4% |