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 | $42,431 | $89,652-52.7% | $141,162-69.9% | $65,185-34.9% |
| Participation rate | 92.4% | 74.7%+17.7pp | 82.5%+9.9pp | 70.2%+22.2pp |
| Annual return | 35.34% | 32.79%+2.5pp | 71.39%-36.1pp | 29.38%+6.0pp |
| Employer contribution / active EE | $1,020 | $3,065-66.7% | $4,735-78.5% | $2,177-53.1% |
| Participant deferral / active EE | $4,599 | $5,691-19.2% | $6,709-31.4% | $3,514+30.9% |
| Admin fee / account holder | $828 | $569+45.7% | $10,261-91.9% | $847-2.2% |