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 | $43,448 | $73,933-41.2% | $96,683-55.1% | $75,163-42.2% |
| Participation rate | 94.7% | 66.4%+28.2pp | 74.3%+20.3pp | 67.2%+27.5pp |
| Annual return | 19.86% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,000 | $2,928-65.8% | $3,737-73.2% | $2,670-62.5% |
| Participant deferral / active EE | $2,842 | $3,659-22.3% | $4,878-41.7% | $4,125-31.1% |
| Admin fee / account holder | $1,425 | $5,216-72.7% | $6,730-78.8% | $5,651-74.8% |