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 | $31,707 | $58,208-45.5% | $81,812-61.2% | $80,856-60.8% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.3%+15.7pp | 67.6%+20.4pp |
| Annual return | 11.87% | 41.66%-29.8pp | 773.79%-761.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,515 | $2,340+50.2% | $2,912+20.7% | $2,755+27.6% |
| Participant deferral / active EE | $3,091 | $3,281-5.8% | $4,319-28.4% | $4,296-28.0% |
| Admin fee / account holder | $4,248 | $4,981-14.7% | $7,386-42.5% | $6,918-38.6% |