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 | $35,406 | $78,705-55.0% | $117,854-70.0% | $70,131-49.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.37% | 23.30%-9.9pp | 335.08%-321.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,906 | $2,223+75.7% | $3,786+3.2% | $2,342+66.8% |
| Participant deferral / active EE | $3,073 | $3,297-6.8% | $4,482-31.4% | $3,332-7.8% |
| Admin fee / account holder | $4,357 | $5,065-14.0% | $8,020-45.7% | $4,645-6.2% |