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 | $36,988 | $105,126-64.8% | $94,646-60.9% | $139,434-73.5% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 17.92% | 38.03%-20.1pp | 156.71%-138.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,310 | $4,106-43.7% | $3,672-37.1% | $4,751-51.4% |
| Participant deferral / active EE | $4,669 | $7,599-38.6% | $7,418-37.1% | $6,710-30.4% |
| Admin fee / account holder | $9,264 | $8,984+3.1% | $7,231+28.1% | $11,403-18.8% |