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 | $29,539 | $58,208-49.3% | $81,812-63.9% | $80,856-63.5% |
| Participation rate | 90.0% | 63.4%+26.6pp | 72.3%+17.7pp | 67.6%+22.4pp |
| Annual return | 12.53% | 41.66%-29.1pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,358 | $2,340-42.0% | $2,912-53.4% | $2,755-50.7% |
| Participant deferral / active EE | $3,885 | $3,281+18.4% | $4,319-10.0% | $4,296-9.6% |
| Admin fee / account holder | $638 | $4,981-87.2% | $7,386-91.4% | $6,918-90.8% |