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 | $38,073 | $76,000-49.9% | $154,107-75.3% | $64,186-40.7% |
| Participation rate | 85.1% | 70.4%+14.7pp | 83.0%+2.1pp | 69.6%+15.5pp |
| Annual return | 4.16% | 30.32%-26.2pp | 735.12%-731.0pp | 7.63%-3.5pp |
| Employer contribution / active EE | $1,672 | $3,351-50.1% | $5,298-68.4% | $2,381-29.8% |
| Participant deferral / active EE | $3,497 | $3,175+10.1% | $5,081-31.2% | $3,470+0.8% |
| Admin fee / account holder | $4,555 | $5,596-18.6% | $13,411-66.0% | $4,888-6.8% |