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 | $40,272 | $77,899-48.3% | $149,673-73.1% | $75,163-46.4% |
| Participation rate | 94.7% | 65.6%+29.1pp | 78.8%+15.9pp | 67.2%+27.5pp |
| Annual return | 21.45% | 31.72%-10.3pp | 134.42%-113.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $943 | $3,137-70.0% | $4,818-80.4% | $2,670-64.7% |
| Participant deferral / active EE | $3,349 | $3,411-1.8% | $5,680-41.0% | $4,125-18.8% |
| Admin fee / account holder | $2,110 | $5,956-64.6% | $13,210-84.0% | $5,651-62.7% |