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 | $40,060 | $109,413-63.4% | $156,263-74.4% | $84,808-52.8% |
| Participation rate | 88.9% | 72.7%+16.2pp | 78.9%+10.0pp | 68.3%+20.6pp |
| Annual return | 13.61% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,103 | $2,907-27.6% | $4,333-51.5% | $2,631-20.1% |
| Participant deferral / active EE | $5,019 | $4,590+9.4% | $6,158-18.5% | $4,212+19.2% |
| Admin fee / account holder | $4,741 | $9,357-49.3% | $14,255-66.7% | $7,344-35.4% |