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 | $37,334 | $58,208-35.9% | $81,812-54.4% | $80,856-53.8% |
| Participation rate | 95.4% | 63.4%+32.0pp | 72.3%+23.1pp | 67.6%+27.8pp |
| Annual return | 13.57% | 41.66%-28.1pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,686 | $2,340+14.8% | $2,912-7.8% | $2,755-2.5% |
| Participant deferral / active EE | $1,671 | $3,281-49.1% | $4,319-61.3% | $4,296-61.1% |
| Admin fee / account holder | $1,539 | $4,981-69.1% | $7,386-79.2% | $6,918-77.8% |