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 | $40,650 | $105,126-61.3% | $94,646-57.1% | $139,434-70.8% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 13.50% | 38.03%-24.5pp | 156.71%-143.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,209 | $4,106-70.6% | $3,672-67.1% | $4,751-74.6% |
| Participant deferral / active EE | $3,254 | $7,599-57.2% | $7,418-56.1% | $6,710-51.5% |
| Admin fee / account holder | $2,835 | $8,984-68.4% | $7,231-60.8% | $11,403-75.1% |