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 | $39,224 | $53,127-26.2% | $86,590-54.7% | $70,131-44.1% |
| Participation rate | 80.0% | 65.3%+14.7pp | 73.5%+6.5pp | 69.5%+10.5pp |
| Annual return | 19.84% | 27.66%-7.8pp | 964.84%-945.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,297 | $2,068-37.3% | $2,839-54.3% | $2,342-44.6% |
| Participant deferral / active EE | $2,743 | $2,696+1.7% | $3,609-24.0% | $3,332-17.7% |
| Admin fee / account holder | $1,941 | $3,585-45.9% | $4,906-60.4% | $4,645-58.2% |