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 | $36,236 | $89,753-59.6% | $107,525-66.3% | $84,808-57.3% |
| Participation rate | 92.6% | 68.1%+24.5pp | 75.1%+17.5pp | 68.3%+24.3pp |
| Annual return | 13.84% | 29.48%-15.6pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,101 | $3,113-32.5% | $3,754-44.0% | $2,631-20.1% |
| Participant deferral / active EE | $3,109 | $4,056-23.4% | $5,116-39.2% | $4,212-26.2% |
| Admin fee / account holder | $851 | $7,222-88.2% | $8,919-90.5% | $7,344-88.4% |