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 | $42,198 | $84,233-49.9% | $170,442-75.2% | $70,131-39.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 24.07% | 23.06%+1.0pp | 205.93%-181.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,844 | $3,387-45.6% | $5,433-66.1% | $2,342-21.3% |
| Participant deferral / active EE | $3,536 | $3,086+14.6% | $4,939-28.4% | $3,332+6.1% |
| Admin fee / account holder | $2,347 | $5,698-58.8% | $13,880-83.1% | $4,645-49.5% |