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 | $35,652 | $98,750-63.9% | $149,696-76.2% | $79,858-55.4% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.5%+2.8pp | 69.6%+15.7pp |
| Annual return | 13.53% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,471 | $3,216-54.3% | $4,644-68.3% | $2,471-40.5% |
| Participant deferral / active EE | $4,430 | $5,680-22.0% | $6,842-35.3% | $3,740+18.4% |
| Admin fee / account holder | $1,471 | $6,053-75.7% | $9,309-84.2% | $5,306-72.3% |