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 | $42,532 | $124,319-65.8% | $111,297-61.8% | $167,490-74.6% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 17.65% | 37.44%-19.8pp | 54.65%-37.0pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,194 | $3,435-65.3% | $2,731-56.3% | $4,837-75.3% |
| Participant deferral / active EE | $3,272 | $5,180-36.8% | $4,487-27.1% | $6,341-48.4% |
| Admin fee / account holder | $4,780 | $10,618-55.0% | $7,964-40.0% | $12,309-61.2% |