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 | $39,605 | $58,208-32.0% | $81,812-51.6% | $80,856-51.0% |
| Participation rate | 93.9% | 63.4%+30.5pp | 72.3%+21.6pp | 67.6%+26.3pp |
| Annual return | 12.82% | 41.66%-28.8pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,035 | $2,340+29.7% | $2,912+4.2% | $2,755+10.2% |
| Participant deferral / active EE | $4,877 | $3,281+48.7% | $4,319+12.9% | $4,296+13.5% |
| Admin fee / account holder | $4,372 | $4,981-12.2% | $7,386-40.8% | $6,918-36.8% |