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 | $41,586 | $77,634-46.4% | $156,549-73.4% | $62,891-33.9% |
| Participation rate | 72.0% | 71.2%+0.8pp | 84.0%-12.0pp | 69.3%+2.7pp |
| Annual return | 11.78% | 50.32%-38.5pp | 32.23%-20.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,119 | $3,444-67.5% | $5,501-79.7% | $2,281-51.0% |
| Participant deferral / active EE | $2,596 | $3,045-14.8% | $4,871-46.7% | $3,203-19.0% |
| Admin fee / account holder | $2,006 | $5,561-63.9% | $13,027-84.6% | $4,296-53.3% |