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 | $47,188 | $77,899-39.4% | $149,673-68.5% | $75,163-37.2% |
| Participation rate | 94.7% | 65.6%+29.2pp | 78.8%+16.0pp | 67.2%+27.5pp |
| Annual return | 14.36% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,681 | $3,137-46.4% | $4,818-65.1% | $2,670-37.0% |
| Participant deferral / active EE | $3,104 | $3,411-9.0% | $5,680-45.3% | $4,125-24.7% |
| Admin fee / account holder | $4,105 | $5,956-31.1% | $13,210-68.9% | $5,651-27.4% |