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 | $39,528 | $73,933-46.5% | $96,683-59.1% | $75,163-47.4% |
| Participation rate | 86.1% | 66.4%+19.7pp | 74.3%+11.8pp | 67.2%+18.9pp |
| Annual return | 17.87% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,165 | $2,928-26.1% | $3,737-42.1% | $2,670-18.9% |
| Participant deferral / active EE | $3,191 | $3,659-12.8% | $4,878-34.6% | $4,125-22.6% |
| Admin fee / account holder | $1,008 | $5,216-80.7% | $6,730-85.0% | $5,651-82.2% |