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 | $39,176 | $77,634-49.5% | $156,549-75.0% | $62,891-37.7% |
| Participation rate | 95.3% | 71.2%+24.1pp | 84.0%+11.3pp | 69.3%+26.0pp |
| Annual return | 8.77% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,598 | $3,444-53.6% | $5,501-71.0% | $2,281-30.0% |
| Participant deferral / active EE | $4,647 | $3,045+52.6% | $4,871-4.6% | $3,203+45.1% |
| Admin fee / account holder | $5,334 | $5,561-4.1% | $13,027-59.1% | $4,296+24.2% |