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 | $35,799 | $65,409-45.3% | $98,442-63.6% | $85,850-58.3% |
| Participation rate | 90.8% | 65.0%+25.8pp | 73.3%+17.4pp | 69.3%+21.5pp |
| Annual return | 13.03% | 21.76%-8.7pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,013 | $2,168-53.3% | $2,960-65.8% | $2,565-60.5% |
| Participant deferral / active EE | $1,039 | $3,166-67.2% | $4,276-75.7% | $3,952-73.7% |
| Admin fee / account holder | $2,523 | $4,593-45.1% | $5,949-57.6% | $6,260-59.7% |