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 | $40,191 | $80,717-50.2% | $154,803-74.0% | $84,808-52.6% |
| Participation rate | 96.6% | 66.8%+29.7pp | 78.1%+18.5pp | 68.3%+28.2pp |
| Annual return | 15.00% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,433 | $2,761-48.1% | $4,305-66.7% | $2,631-45.5% |
| Participant deferral / active EE | $3,221 | $3,303-2.5% | $5,540-41.9% | $4,212-23.5% |
| Admin fee / account holder | $876 | $6,746-87.0% | $14,329-93.9% | $7,344-88.1% |