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 | $43,252 | $110,257-60.8% | $96,544-55.2% | $139,434-69.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 15.05% | 26.32%-11.3pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,393 | $3,620-61.5% | $2,965-53.0% | $4,751-70.7% |
| Participant deferral / active EE | $2,344 | $5,548-57.7% | $4,851-51.7% | $6,710-65.1% |
| Admin fee / account holder | $1,112 | $11,591-90.4% | $8,252-86.5% | $11,403-90.2% |