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 | $88,672-56.3% | $105,223-63.2% | $82,448-53.1% |
| Participation rate | 88.1% | 67.9%+20.2pp | 75.0%+13.1pp | 68.1%+20.0pp |
| Annual return | 17.38% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,130 | $3,048-30.1% | $3,689-42.2% | $2,551-16.5% |
| Participant deferral / active EE | $2,640 | $4,036-34.6% | $5,072-48.0% | $4,139-36.2% |
| Admin fee / account holder | $4,449 | $7,146-37.7% | $8,859-49.8% | $7,234-38.5% |