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 | $41,989 | $103,376-59.4% | $87,100-51.8% | $152,861-72.5% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 22.04% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,404 | $3,220-56.4% | $2,521-44.3% | $4,762-70.5% |
| Participant deferral / active EE | $1,727 | $4,778-63.8% | $4,049-57.3% | $5,850-70.5% |
| Admin fee / account holder | $3,340 | $12,205-72.6% | $7,497-55.4% | $11,596-71.2% |