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 | $42,746 | $100,901-57.6% | $75,670-43.5% | $147,584-71.0% |
| Participation rate | 87.5% | 77.1%+10.4pp | 72.3%+15.2pp | 82.8%+4.7pp |
| Annual return | 16.87% | 35.78%-18.9pp | 27.34%-10.5pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,092 | $3,253-66.4% | $2,352-53.6% | $4,876-77.6% |
| Participant deferral / active EE | $3,614 | $4,027-10.3% | $3,142+15.0% | $5,439-33.6% |
| Admin fee / account holder | $400 | $11,285-96.5% | $5,800-93.1% | $10,885-96.3% |