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 | $40,733 | $95,416-57.3% | $185,823-78.1% | $85,850-52.6% |
| Participation rate | 96.4% | 68.8%+27.7pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 24.26% | 23.59%+0.7pp | 122.05%-97.8pp | 318.53%-294.3pp |
| Employer contribution / active EE | $1,493 | $3,314-55.0% | $5,167-71.1% | $2,565-41.8% |
| Participant deferral / active EE | $2,649 | $3,423-22.6% | $5,568-52.4% | $3,952-33.0% |
| Admin fee / account holder | $1,692 | $7,213-76.5% | $16,237-89.6% | $6,260-73.0% |