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 | $30,950 | $105,859-70.8% | $90,160-65.7% | $147,584-79.0% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 16.78% | 37.63%-20.8pp | 34.88%-18.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,717 | $4,126-34.1% | $3,318-18.1% | $4,876-44.3% |
| Participant deferral / active EE | $4,686 | $5,733-18.3% | $5,288-11.4% | $5,439-13.8% |
| Admin fee / account holder | $2,837 | $8,046-64.7% | $5,943-52.3% | $10,885-73.9% |