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 | $31,882 | $95,416-66.6% | $185,823-82.8% | $85,850-62.9% |
| Participation rate | 97.0% | 68.8%+28.2pp | 81.7%+15.3pp | 69.3%+27.7pp |
| Annual return | 17.29% | 23.59%-6.3pp | 122.05%-104.8pp | 318.53%-301.2pp |
| Employer contribution / active EE | $887 | $3,314-73.2% | $5,167-82.8% | $2,565-65.4% |
| Participant deferral / active EE | $2,365 | $3,423-30.9% | $5,568-57.5% | $3,952-40.1% |
| Admin fee / account holder | $3,103 | $7,213-57.0% | $16,237-80.9% | $6,260-50.4% |