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 | $31,459 | $63,346-50.3% | $92,233-65.9% | $70,131-55.1% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 21.94% | 530.12%-508.2pp | 176.28%-154.3pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,716 | $2,471-30.6% | $3,679-53.4% | $2,342-26.7% |
| Participant deferral / active EE | $1,329 | $2,854-53.4% | $3,897-65.9% | $3,332-60.1% |
| Admin fee / account holder | $3,335 | $3,840-13.2% | $5,194-35.8% | $4,645-28.2% |