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 | $37,861 | $101,069-62.5% | $81,478-53.5% | $147,584-74.3% |
| Participation rate | 93.8% | 74.5%+19.3pp | 68.0%+25.8pp | 82.8%+10.9pp |
| Annual return | 13.75% | 32.40%-18.6pp | 38.78%-25.0pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,451 | $3,205-54.7% | $2,568-43.5% | $4,876-70.3% |
| Participant deferral / active EE | $2,460 | $4,242-42.0% | $3,537-30.4% | $5,439-54.8% |
| Admin fee / account holder | $686 | $5,812-88.2% | $4,561-85.0% | $10,885-93.7% |