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 | $35,963 | $81,460-55.9% | $103,333-65.2% | $80,856-55.5% |
| Participation rate | 83.9% | 66.8%+17.0pp | 74.5%+9.4pp | 67.6%+16.2pp |
| Annual return | 10.88% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $5,008 | $3,105+61.3% | $3,868+29.5% | $2,755+81.8% |
| Participant deferral / active EE | $2,459 | $3,869-36.4% | $5,057-51.4% | $4,296-42.8% |
| Admin fee / account holder | $31,908 | $6,566+385.9% | $8,355+281.9% | $6,918+361.2% |