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 | $39,973 | $88,672-54.9% | $105,223-62.0% | $82,448-51.5% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 18.77% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,148 | $3,048-29.5% | $3,689-41.8% | $2,551-15.8% |
| Participant deferral / active EE | $3,190 | $4,036-21.0% | $5,072-37.1% | $4,139-22.9% |
| Admin fee / account holder | $2,226 | $7,146-68.8% | $8,859-74.9% | $7,234-69.2% |