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 | $42,396 | $48,046-11.8% | $84,611-49.9% | $72,985-41.9% |
| Participation rate | 87.1% | 57.6%+29.5pp | 68.2%+18.9pp | 69.5%+17.6pp |
| Annual return | 28.69% | 37.38%-8.7pp | 258.74%-230.1pp | 81.00%-52.3pp |
| Employer contribution / active EE | $1,777 | $1,602+11.0% | $2,652-33.0% | $2,440-27.2% |
| Participant deferral / active EE | $5,758 | $2,680+114.8% | $3,899+47.7% | $3,607+59.6% |
| Admin fee / account holder | $1,061 | $3,395-68.7% | $4,912-78.4% | $5,124-79.3% |