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 4-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 | $36,269 | $96,305-62.3% | $80,569-55.0% | $139,434-74.0% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 13.62% | 1350.08%-1336.5pp | 935.43%-921.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,455 | $3,262-55.4% | $2,723-46.6% | $4,751-69.4% |
| Participant deferral / active EE | $3,702 | $5,232-29.2% | $4,447-16.8% | $6,710-44.8% |
| Admin fee / account holder | $2,217 | $6,599-66.4% | $5,377-58.8% | $11,403-80.6% |