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 | $42,656 | $56,317-24.3% | $71,209-40.1% | $74,304-42.6% |
| Participation rate | 90.2% | 55.1%+35.1pp | 73.8%+16.5pp | 60.3%+29.9pp |
| Annual return | 17.32% | 42.83%-25.5pp | 282.51%-265.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,595 | $2,160-26.2% | $2,721-41.4% | $2,241-28.8% |
| Participant deferral / active EE | $4,370 | $2,788+56.7% | $4,175+4.7% | $3,767+16.0% |
| Admin fee / account holder | $431 | $2,290-81.2% | $5,349-91.9% | $2,969-85.5% |