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 | $38,245 | $81,233-52.9% | $155,567-75.4% | $80,874-52.7% |
| Participation rate | 95.6% | 66.2%+29.3pp | 78.2%+17.4pp | 67.6%+27.9pp |
| Annual return | 21.23% | 33.33%-12.1pp | 64.74%-43.5pp | 35.62%-14.4pp |
| Employer contribution / active EE | $2,561 | $3,101-17.4% | $4,674-45.2% | $2,756-7.1% |
| Participant deferral / active EE | $3,353 | $3,452-2.9% | $5,628-40.4% | $4,297-22.0% |
| Admin fee / account holder | $3,179 | $7,998-60.3% | $15,916-80.0% | $6,935-54.2% |