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 | $33,434 | $74,661-55.2% | $160,784-79.2% | $67,986-50.8% |
| Participation rate | 95.0% | 57.1%+37.9pp | 77.0%+18.1pp | 57.2%+37.8pp |
| Annual return | 20.52% | 28.83%-8.3pp | 1803.92%-1783.4pp | 31.67%-11.1pp |
| Employer contribution / active EE | $3,100 | $1,829+69.5% | $3,733-16.9% | $2,019+53.6% |
| Participant deferral / active EE | $4,270 | $3,681+16.0% | $6,293-32.2% | $3,358+27.1% |
| Admin fee / account holder | $4,096 | $3,959+3.5% | $9,717-57.8% | $3,203+27.9% |