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 | $38,344 | $84,233-54.5% | $170,442-77.5% | $70,131-45.3% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 14.59% | 23.06%-8.5pp | 205.93%-191.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,487 | $3,387-26.6% | $5,433-54.2% | $2,342+6.2% |
| Participant deferral / active EE | $2,337 | $3,086-24.3% | $4,939-52.7% | $3,332-29.8% |
| Admin fee / account holder | $1,117 | $5,698-80.4% | $13,880-92.0% | $4,645-76.0% |