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 | $51,298 | $78,705-34.8% | $117,854-56.5% | $70,131-26.9% |
| Participation rate | 92.3% | 73.2%+19.1pp | 79.7%+12.6pp | 69.5%+22.8pp |
| Annual return | 14.92% | 23.30%-8.4pp | 335.08%-320.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,334 | $2,223-40.0% | $3,786-64.8% | $2,342-43.1% |
| Participant deferral / active EE | $2,002 | $3,297-39.3% | $4,482-55.3% | $3,332-39.9% |
| Admin fee / account holder | $24,051 | $5,065+374.8% | $8,020+199.9% | $4,645+417.7% |